Wealth Manager - Spain

Independent Resourcing Consultancy Ltd; Almería; A distancia; EUR 40.000 - 60.000; Jornada completa

Descripción de la vacante

Join a leading organization as a Financial Planner in Europe, providing expert advice on investments and retirement planning. This role offers a unique opportunity to work in international wealth management, supported by a strong team and comprehensive training. Enjoy flexible working hours and a competitive salary with bonus schemes.

Servicios

25 days holiday + bank holidays

Flexible working hours

Remote work options

Full support from an in-house paraplanner

Formación

• At least 1 year of experience as a Financial Planner.
• Proven success in financial services advisory roles.

Responsabilidades

• Advising clients on Lump Sum Investment and Retirement Planning.
• Providing face-to-face advice on financial objectives across Europe.

Conocimientos

Advisory

Relationship Management

Proactive Attitude

Educación

Level 4 RDR UK Diploma

Descripción del empleo

As a leading organization in their sector with offices in the UK and across the globe, our Client has developed a unique advice proposition, leading to a significant increase in client demand as they expand their presence in Europe.

Role: Financial Planner in Europe

You will work alongside the Director of the European business, providing face-to-face advice to clients across Europe on medium to long-term financial objectives.

Your responsibilities include advising on areas such as Lump Sum Investment, Retirement Planning, Life Insurance, and Estate Tax Planning.

Desired Skills & Experience

• Proven success in an Advisory or Relationship Management role within financial services (bank, brokerage, or IFA).
• Level 4 RDR UK Diploma (or equivalent); Chartered status is preferred.
• Transferable AUM and an active client base.
• Proactive, entrepreneurial attitude with a track record of generating new business and maintaining client relationships effectively.
• At least 1 year of experience as a Financial Planner.
• Self-employed or employed with a competitive salary + bonus scheme.
• Benefits include 25 days holiday + bank holidays, flexible working hours, and remote work options.
• Full support from an in-house paraplanner and marketing team.
• Training in Repatriation and offshore client solutions.

Why Join Us?

• Strong regulatory background across multiple jurisdictions.
• Global presence and industry-leading investment propositions.
• Comprehensive training, support, and funding for external qualifications.
• Support with lead generation and business development.
• Full paraplanning and administrative support.
• Flexible working environment with options for self-employed or employed advisers.

Whether you're an experienced financial planner seeking a new challenge or a recent graduate, our client offers a unique opportunity in international wealth management. Join us to build a future in some of the most exciting locations worldwide, supported by a top-tier team in compliance, training, back office, recruitment, tech, and marketing.

Regulation and Compliance

Our client’s USP is their robust regulatory framework, holding licenses in all jurisdictions where they operate. Their dedicated compliance team ensures adherence to regulatory standards and develops new terms of business with providers, maintaining industry-leading standards.

Operational and Business Development Support

Advisers benefit from extensive operational support to ensure smooth client interactions and advice issuance. Business Development Managers introduce their propositions and are backed by a UK-based marketing team creating promotional materials and campaigns.

Our client values a strong team ethos, fostering camaraderie among advisers, BDMs, and administrative staff, making it a truly collaborative environment.