Expatriate Wealth Advisor (UK–Spain) | Hybrid

Prestige IFA Jobs; Marbella; Hybrid; EUR 227,000 - 275,000; Full time

Benefits offered by this job

Flights

Accommodation

Leads

Coordinator support

Job summary

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

Qualifications

• 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.

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.

Skills

UK financial planning qualification

Client-advising experience

Education

DipPFS, CISI Level 4, CFP or equivalent

Job description

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