Offshore Financial Advisor – Marbella, Spain

Offshore Financial Advisor – Marbella, Spain

15 oct
|
Prestige Ifa Jobs
|
Marbella

15 oct

Prestige Ifa Jobs

Marbella

Location: Madrid, Spain. This is an international expatriate opportunity for qualified financial advisors seeking to work with a general 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 b

📌 Offshore Financial Advisor – Marbella, Spain
🏢 Prestige Ifa Jobs
📍 Marbella

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