Descripción de la oferta
Join a leading financial advisory firm in Marbella.
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.
About The Opportunity
You will work with expatriate clients to provide tailored financial advice, helping them navigate complex financial landscapes and achieve their long‑term objectives. The role offers flexibility, autonomy, and the opportunity to grow within a supportive and collaborative team.
Key Responsibilities
Provide expert financial advice tailored to individual client goals and circumstances
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
Build and maintain strong, long‑term client relationships
Use effective communication and emotional intelligence to understand and address client needs
Follow up on leads, manage objections, and close new business opportunities
Stay up to date with industry trends, regulatory changes, and best practices
Candidate Profile
Experience & Skills
Proven experience as an Independent Financial Adviser with a strong track record
In‑depth knowledge of financial planning, investment products, and regulatory frameworks
Sales‑driven mindset with excellent communication and interpersonal skills
Strong analytical ability and attention to detail
Ability to work independently and maintain high levels of productivity
Goal‑oriented with a focus on exceeding client expectations and achieving targets
Qualifications
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
Compensation & Benefits
Unlimited earning potential through a commission‑only structure
Opportunities for professional development and career progression
Supportive and collaborative working environment
Culture focused on innovation, adaptability, and continuous learning
Additional Information
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., CISI, CII, or equivalent). 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.
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