Company 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. Conduct detailed financial assessments and develop customised financial plans Advise on investment strategies, retirement planning, estate planning, and tax optimisation Generate new business through networking, referrals, and marketing initiatives Relevant certifications such as CII or CISI Level 4, CFP, CFA, or Series 7 are preferred Fluency in English is essential Additional languages (Spanish, German, or French)



are advantageous Proven experience as an Independent Financial Adviser with a strong track record In-depth knowledge of financial planning, investment products, and regulatory frameworks Opportunities for professional development and career progression Applicants 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. 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. #

📌 Finance Specialist (España)
🏢 Prestige Ifa Jobs
📍 España