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 advice Required 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 resilience Benefits

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 events Notes

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. 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).

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