Location:
Madrid, Spain. This is an international expatriate opportunity for qualified financial advisors seeking to work with a integral client base from a dynamic overseas market.
About the Role
Our client, a well-regarded financial services firm in Madrid, Spain, is looking for a motivated Financial Advisor to join their team. This role involves offering tailored financial advice and wealth management strategies to a wide range of international and expatriate clients. Madrid offers an attractive environment for financial professionals seeking cross-border career development.
Key Responsibilities
Deliver professional financial advice and bespoke wealth management solutions to clients Build and sustain long-term client relationships through exceptional service standards Conduct thorough financial reviews and comprehensive fact-finding discussions Develop customised financial plans addressing investments, pensions, and protection needs Provide guidance on cross-border financial planning and international investment opportunities Assist clients with UK pension transfers,



QROPS arrangements, and expatriate tax strategy Maintain full compliance with all relevant regulatory frameworks and industry standards Qualifications & Requirements UK-recognised financial advisory qualifications (DipPFS, CISI Level 4, CFP or equivalent) Minimum 2-3 years of client-facing experience in wealth management or financial advisory Strong knowledge of investments, pensions, and wealth management strategies Excellent communication and relationship management skills Experience working with expatriate or cross-border clients preferred Commitment to professional development and regulatory compliance What's on Offer Competitive commission-based earnings with uncapped potential Professional development and ongoing training support Relocation support and visa sponsorship for successful international candidates Opportunity to build a global client portfolio Full back-office and compliance support Ca

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