Financial Advisor - Malaga, Spain (Orce)

Financial Advisor - Malaga, Spain (Orce)

10 nov
|
Prestige Ifa Jobs
|
Orce

10 nov

Prestige Ifa Jobs

Orce

Prestige IFA Jobs specialises in connecting UK-qualified financial services professionals with international wealth management opportunities.

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Whether you are currently based in the United Kingdom, Europe, the Middle East, Asia or Latin America, this role provides exposure to international clients, cross-border financial planning and expatriate wealth management solutions.

Prestige IFA Jobs is delighted to be representing our client, an established international wealth management business, in the search for an experiencedPrivate Wealth Adviserto join its new office inMijas, near Málaga.

This is an excellent opportunity for an experienced adviser looking to develop and grow a client base within the international and expatriate market in Spain.

Why this briefOur client is looking for a commercially focused Private Wealth Adviser who enjoys bothclient acquisition and long-term relationship management.

The successful candidate will have the opportunity to build and develop their own client book, supported by a fully licensed, multi-jurisdictional platform together with centralised compliance, operations and paraplanning support.

This infrastructure allows advisers to focus on what matters most — building relationships, delivering quality financial advice and growing their business.

The role will involve working with internationally mobile clients who may have assets, income or family interests across multiple jurisdictions.

Success will be measured throughclient acquisition, retention, recurring revenue growth and positive client outcomes.

Day-to-day accountabilities Building & Growing a Client BaseDevelop and grow your own client book through referrals, professional networks, events and proactive business development

Identify and convert prospective clients into long-term advisory relationships

Build,



retain and deepen client relationships through high-quality advice and service

Generate your own new business opportunities, supported by our client's established brand, network, marketing activity and professional introducer relationships

Develop long-term relationships within the international and expatriate community

Client Advice & Financial PlanningProvide holistic financial advice across investments, pensions, protection, tax and estate planning

Advise internationally mobile clients with assets, income or family connections across multiple jurisdictions

Develop appropriate financial planning strategies based on individual client circumstances and objectives

Conduct regular client reviews and adapt financial plans as goals, circumstances and market conditions change

Maintain a high standard of client service and professional advice

Who the client is looking for Experience & QualificationsLevel 4 qualification in Financial Advice or equivalent

Previous experience as a practising Financial Adviser

Proven experience building and managing a client book

Skills & AttributesStrong commercial mindset with a clear focus on growth and client acquisition

Excellent communication and relationship-building skills

Confidence advising internationally mobile and high-earning clients

Ability to work autonomously while making effective use of central support teams

High standards of professionalism, organisation and follow-through A genuine interest in building long-term client relationships

DesirablePrevious experience advising expatriate or international clients





Additional financial services licences or willingness to obtain further regulatory permissions

Multilingual capabilities

Existing professional networks within Spain or the wider expatriate market

Package and supportOpportunity to join an established international wealth management business

Based in La Cala de Mijas, near Málaga

Hybrid working environment

Access to a fully licensed, multi-jurisdictional advisory platform

Centralised compliance, operations and paraplanning support

Wealth management technology designed to reduce administration and maximise adviser time with clients

Support from an established international network, marketing function and professional introducers The opportunity to build and grow your own client book

Exposure to an established international and expatriate client market

Competitive remuneration designed to reward advisers who build, retain and grow successful client relationships

Why this briefThis is an exciting opportunity for an experienced adviser tobuild and grow a successful wealth management business in Spain, supported by the infrastructure of an established international organisation.

The new Mijas office provides an excellent base from which to develop relationships within the region's substantial international and expatriate community.

xkdbapo For the right adviser, the combination ofclient acquisition, international financial planning, centralised support and recurring revenue opportunitiesprovides a strong platform for long-term career development.

If you are an experiencedPrivate Wealth Adviser, Financial Adviser, Wealth Manager or IFAwith a proven ability to develop client relationships and an interest in working with international and expatriate clients in Spain,Prestige IFA Jobswould be interested in hearing from you.

Tagged as: OTE $60K–$120K+, Retainer + comms, Senior Role, Various Benefits

📌 Financial Advisor - Malaga, Spain (Orce)
🏢 Prestige Ifa Jobs
📍 Orce

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