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.