Offshore Financial Advisor – Marbella, Spain

Offshore Financial Advisor – Marbella, Spain

24 oct
|
Prestige Ifa Jobs
|
Marbella

24 oct

Prestige Ifa Jobs

Marbella

Location:
Madrid, Spain. This is an international expatriate opportunity for qualified financial advisors seeking to work with a global 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 general client portfolio
* Full back-office and compliance support
* Career progression opportunities within a growing international firm About Madrid, Spain Madrid is a thriving financial centre with a growing expatriate community and excellent quality of life. The city offers a modern infrastructure, competitive tax environment, and outstanding professional networking opportunities within the international financial services sector.

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

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