28 sep
|
Prestige Ifa Jobs
|
Marbella
28 sep
Prestige Ifa Jobs
Marbella
This opportunity is open to UK-qualified Financial Advisers, Wealth Managers, Investment Advisers, IFAs and financial services professionals seeking an international career. The role offers the opportunity to work with expatriate and international clients while building a long-term career in wealth management, financial planning and cross-border financial services.
Join a Leading Financial Advisory Firm in Marbella
Our client is a well-established British financial advisory firm based in Marbella, Spain, specialising in delivering holistic financial planning solutions to expatriates across the EU and Switzerland.
This is an exciting opportunity for experienced advisers looking to work within a vibrant international environment while supporting a diverse and affluent client base.
You will work with expatriate clients to provide tailored financial advice, helping them navigate complex financial landscapes and achieve their long-term objectives. Conduct detailed financial assessments and develop customised financial plans
Advise on investment strategies, retirement planning, estate planning, and tax optimisation
Generate new business through networking, referrals, and marketing initiatives
Proven experience as an Independent Financial Adviser with a strong track record
In-depth knowledge of financial planning, investment products, and regulatory frameworks
Relevant certifications such as CII or CISI Level 4, CFP, CFA, or Series 7 are preferred
Fluency in English is essential
Additional languages (Spanish, German, or French) are advantageous
Opportunities for professional development and career progression
Applicants should have a minimum of three (3) years’ client-facing experience in wealth management or life insurance advisory, along with recognised investment qualifications (e.g. This is a performance-driven, client-facing opportunity focused on relationship management, business development, and long-term career growth within an international financial advisory firm.
Tagged as: Commission Only, OTE $60K–$120K+, Senior Role
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📌 Finance Consultant con Alemán (Marbella)
🏢 Prestige Ifa Jobs
📍 Marbella