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