Compensation: EUR 60,000 - EUR 100,000 - yearlyCompany Description Our client is a well-established British financial advisory firm based in Marbella, Spain, specialising in delivering holistic financial planning solutions to expatriates across the EU and Switzerland.This is an exciting opportunity for experienced advisers looking to work within a vibrant international environment while supporting a diverse and affluent client base.Job Description What is on the tableYou will work with expatriate clients to provide tailored financial advice, helping them navigate complex financial landscapes and achieve their long-term objectives. The role offers flexibility, autonomy, and the opportunity to grow within a supportive and collaborative team.How you will spend your timeProvide expert financial advice tailored to individual client goals and circumstancesConduct detailed financial assessments and develop customised financial plansAdvise on investment strategies, retirement planning, estate planning, and tax optimisationGenerate new business through networking, referrals, and marketing initiativesBuild and maintain strong, long-term client relationshipsUse effective communication and emotional intelligence to understand and address client needsFollow up on leads, manage objections, and close new business opportunitiesStay up to date with industry trends, regulatory changes,



and best practicesQualifications Relevant certifications such as CII or CISI Level 4, CFP, CFA, or Series 7 are preferredFluency in English is essentialAdditional languages (Spanish, German, or French) are advantageousExperience & SkillsProven experience as an Independent Financial Adviser with a strong track recordIn-depth knowledge of financial planning, investment products, and regulatory frameworksSales-driven mindset with excellent communication and interpersonal skillsStrong analytical ability and attention to detailAbility to work independently and maintain high levels of productivityGoal-oriented with a focus on exceeding client expectations and achieving targetsAdditional Information Unlimited earning potential through a commission-only structureOpportunities for professional development and career progressionSupportive and collaborative working environmentCulture focused on innovation, adaptability, and continuous learningOther termsApplicants should have a minimum of three (3) years’ client-facing experience in wealth management or life insurance advisory, along with recognised investment qualifications (e.G. CISI, CII, or equivalent).This is a performance-driven, client-facing opportunity focused on relationship management, business development, and long-term career growth within an international financial advisory firm.#J-18808-Ljbffr

📌 Independent Financial Adviser – Spain (Sevilla)
🏢 Prestige Ifa Jobs
📍 Sevilla