An exciting opportunity is available for an experienced UK Financial Advisor to join a growing team in Spain, providing Financial Planning and Wealth Management services to clients globally. On-target earnings in excess of £200k, supported by an existing advisor network. Our client represents a leading fully regulated European wealth advisory house. Our client is hiring an Expatriate Wealth Advisor to support the thousands of high-earning British retirees, business owners, and remote corporate expats living under the Spanish tax framework. This role is hybrid-remote. Advising expatriates in Spain requires highly specific advice regarding Spanish Tax-Compliant Wealth Bonds, the Beckham Law tax exemptions, pension restructuring (SIPP transfers), and euro-sterling currency management.

What you will own

- Provide secure digital consultations with Spain-based expats, conducting portfolio performance reviews.
- Structure Spanish-compliant offshore investment wrappers to protect client assets from aggressive local tax.





Advisor Requirements

- Credentials: Valid Level 4 UK financial planning qualification (DipPFS, CISI, or CII).
- Experience: Minimum of 2 years (24 months) client-advising history.

Unique Selling Points

- Flights, accommodation, leads, and coordinator support provided for selected individuals

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.

UK-based IFAs are eligible to apply; experienced IFAs already working overseas may also be considered. UK-recognised financial advisory qualifications required (DipPFS, CISI Level 4, CFP or equivalent).

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📌 Expatriate Wealth Adviser (Marbella)
🏢 Prestige Ifa Jobs
📍 Marbella