Expatriate Wealth Advisor – Marbella, Spain

Prestige IFA Jobs; Marbella; Híbrido; EUR 230.000 - 300.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Flights

Accommodation provided

Leads & coordinator support

Descripción de la vacante

Prestige IFA Jobs seeks an expatriate wealth advisor to support UK and international clients from Spain, offering wealth management and cross-border financial planning. Hybrid remote with offices in Malaga and Madrid, Spain, you will engage expats with tax-efficient wealth strategies and pension restructuring.

Key duties include secure digital consultations, portfolio reviews, and structuring compliant offshore wrappers.

Formación

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

Responsabilidades

• Provide secure digital consultations with Spain-based expats and conduct portfolio performance reviews.
• Structure Spain-compliant offshore investment wrappers to protect client assets from local tax.

Conocimientos

Expatriate advisory

Wealth management

Portfolio reviews

Relationship building

Educación

Level 4 UK financial planning qualification (DipPFS, CISI, or CII)

Descripción del empleo

This role is suited to professionals seeking an international financial services career.

Candidates from the United Kingdom and other international markets will have the opportunity to support expatriate and international clients while building experience in wealth management, investments and cross-border financial planning.

Location and Engagement Style

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.

Engagement

Hybrid European Remote / UK-based coverage (GB candidate search) with physical office support in Malaga and Madrid, Spain.

Our client represents a leading fully regulated European wealth advisory house. We are officially 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.

About The Role

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.

Key Responsibilities

• 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.

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.

Unique Selling Points

• Flights, accommodation, leads, and coordinator support provided for selected individuals.

Commission Only, OTE $60K–$120K+, Senior Role.