This role is suited to professionals seeking an international financial services career.

Candidates from the United Kingdom and other international markets will have the opportunity to support expatriate and international clients while building experience in wealth management, investments and cross-border financial planning.

Location and Engagement Style

An exciting opportunity is available for an experienced UK Financial Advisor to join a growing team in Spain, providing Financial Planning and Wealth Management services to clients globally.

On-target earnings in excess of £200k, supported by an existing advisor network.

Engagement

Hybrid European Remote / UK-based coverage (GB candidate search) with physical office support in Malaga and Madrid, Spain.

Our client represents a leading fully regulated European wealth advisory house. We are officially hiring an Expatriate Wealth Advisor to support the thousands of high-earning British retirees, business owners, and remote corporate expats living under the Spanish tax framework. This role is hybrid-remote.

About The Role





Advising expatriates in Spain requires highly specific advice regarding Spanish Tax-Compliant Wealth Bonds, the Beckham Law tax exemptions, pension restructuring (SIPP transfers), and euro-sterling currency management.

Key Responsibilities

- Provide secure digital consultations with Spain-based expats, conducting portfolio performance reviews.
- Structure Spanish-compliant offshore investment wrappers to protect client assets from aggressive local tax.

Advisor Requirements

- Credentials: Valid Level 4 UK financial planning qualification (DipPFS, CISI, or CII).
- Experience: Minimum of 2 years (24 months) client-advising history.

Applicants must have at least three (3) years’ client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g., CISI, CII, or equivalent). This is a performance-driven, client-facing role focused on relationship development and growth.

Unique Selling Points

- Flights, accommodation, leads, and coordinator support provided for selected individuals.

Commission Only, OTE $60K–$120K+, Senior Role.

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📌 Expatriate Wealth Advisor - Marbella, Spain
🏢 Prestige Ifa Jobs
📍 Marbella