Key ResponsibilitiesCultivate and expand a client base focused on wealth management (B2C)Provide tailored advisory services and maintain strong client communicationIdentify financial needs and deliver customized solutions to grow assets under managementConduct comprehensive client reviews and create bespoke wealth management strategiesApply a consultative approach to understand client goals and provide appropriate solutionsStay informed on integral markets and trends to deliver accurate, up-to-date adviceRequired SkillsBachelor’s degree or equivalent experience in business, finance, economics, or managementStrong service orientation, numerical acumen, and attention to detailAspiration for or possession of UK Level 4 advisory qualificationExperience with high-net-worth clients preferredFamiliarity with investment, offshore, fintech, bond, or pension products advantageousIntegrity, professionalism, and collaborative spiritAnalytical skills, risk assessment capability, and proven sales track recordAmbition, goal orientation,



and resilienceBenefitsOpportunities for chartered financial qualificationsCareer advancement and geographical mobilityCompetitive commission-based bonusesComprehensive training programs for individuals and teamsAccess 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 (Madrid)
🏢 Prestige Ifa Jobs
📍 Madrid