Expatriate Wealth Adviser

Prestige IFA Jobs; Marbella; Hybrid; EUR 227.000 - 275.000; Vollzeit

Benefits dieser Stelle

Flights

Accommodation

Leads

Coordinator support

Zusammenfassung

Prestige IFA Jobs is recruiting an expatriate wealth advisor to support UK-based clients living in Spain. The role blends face-to-face and remote consultations, focusing on wealth planning, pension restructuring, and currency management within the Spanish tax framework.

You will develop relationships with high-net-worth expats and deliver compliant, cross-border investment strategies. The position is hybrid-remote, working with an established network and receiving lead support, flights and

Qualifikationen

• Valid Level 4 UK financial planning qualification (DipPFS, CISI, or CII).
• Minimum of 2 years client-advising history.
• At least 3 years’ client-facing experience in wealth management or life insurance advisory.

Aufgaben

• 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.

Kenntnisse

UK financial planning qualification

Client-advising experience

Ausbildung

DipPFS, CISI Level 4, CFP or equivalent

Jobbeschreibung

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. UK-recognised financial advisory qualifications required (DipPFS, CISI Level 4, CFP or equivalent).