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 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. 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. Valid Level 4 UK financial planning qualification (DipPFS, CISI, or CII). 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., This is a performance-driven, client-facing role focused on relationship development and growth.

📌 Financial Planning Consultant (Marbella)
🏢 Prestige Ifa Jobs
📍 Marbella