Key Responsibilities- Cultivate and expand a client base focused on wealth management (B2C)- Provide tailored advisory services and maintain strong client communication- Identify financial needs and deliver customized solutions to grow assets under management- Conduct comprehensive client reviews and create bespoke wealth management strategies- Apply a consultative approach to understand client goals and provide appropriate solutions- Stay informed on integral markets and trends to deliver accurate, up-to-date adviceRequired Skills- Bachelor’s degree or equivalent experience in business, finance, economics, or management- Strong service orientation, numerical acumen, and attention to detail- Aspiration for or possession of UK Level 4 advisory qualification- Experience with high-net-worth clients preferred- Familiarity with investment, offshore, fintech, bond, or pension products advantageous- Integrity, professionalism, and collaborative spirit- Analytical skills, risk assessment capability, and proven sales track record- Ambition, goal orientation,



and resilienceBenefits- Opportunities for chartered financial qualifications- Career advancement and geographical mobility- Competitive commission-based bonuses- Comprehensive training programs for individuals and teams- Access to client and employee engagement eventsNotesApplicants 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.Expat opportunity. This role is open to UK-qualified financial advisors (DipPFS, CISI Level 4, CFP) seeking international experience. Remote work options available depending on regulatory jurisdiction.UK-recognised financial advisory qualifications (DipPFS, CISI Level 4, CFP or equivalent).#J-18808-Ljbffr

📌 Financial Advisors – Marbella, Spain
🏢 Prestige Ifa Jobs
📍 Marbella