Financial Adviser - Financial Planning

Redstone Search Group; Madrid; Presencial; EUR 50.000 - 70.000; Jornada completa

Descripción de la vacante

A leading wealth management firm is seeking experienced wealth managers and financial advisors to work with British expatriates in Spain. You will develop personalized financial plans, advise on tax-efficient strategies, and ensure compliance with tax laws. Ideal candidates are experienced professionals with strong networking and negotiation skills, ready to contribute to a growing team. This role offers the chance to work within a supportive environment that values ambition and integrity.

Formación

• Must have experience in financial services sales or professional services.
• Proficient in advising HNWIs on tax-efficient investment strategies.

Responsabilidades

• Develop and manage personalized financial plans for clients.
• Ensure compliance with UK and local tax laws.

Conocimientos

Networking skills

Negotiation skills

Client advisory

Educación

CII Level 4 qualified (diploma)

Descripción del empleo

France, Spain, Portugal, Malta, Cyprus and Monaco.

Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a changing industry.

We are thrilled to be collaborating with a leading tax and wealth management group renowned for its exceptional tailored made services for British expatriates living in France, Spain, Portugal, Malta and Cyprus. With 22 offices across 9 regions and plans of mass expansion across Europe, they are actively looking to increase their team of wealth managers and financial advisors. A developed portfolio will also be given to get you started immediately.

Key Responsibilities / Tasks

• Work with ‘retired’ British demographic in France, Spain, Portugal, Malta, Cyprus and Monaco.
• Develop and manage personalized financial plans.
• Advise on tax-efficient investment strategies.
• Ensure compliance with UK and local tax laws
• Provide tailored investment advice based on risk tolerance and goals.
• Conduct regular financial reviews and updates.
• Provide performance reports and status updates
• Advise on financial implications of residency options.
• Navigate financial aspects of relocating and living abroad.
• Collaborate with local financial, tax, and legal experts.
• Facilitate introductions to trusted local service providers.

Who We’re Looking For :

• British advisors or professionals seeking a career / environment change.
• Experienced individuals with a track record in FS sales or professional services.

Key Attributes :

• Self-starter with an entrepreneurial attitude.
• Demonstrates clear drive, ambition, self-motivation, and hard work.
• Professional, engaged, and enthusiastic demeanour.
• Well-presented and articulate with excellent networking abilities.
• Willingness to work with the retired British demographic.

Qualifications :

• CII Level 4 qualified (diploma).
• Proficient with the ability to advise HNWIs on tax-efficient investment structures.
• Capable of generating FUM of £5m-£6m in year 1, growing to £10m+ in year 2.

Skills and Competencies :

• Strong networking skills to leverage marketing efforts and brand recognition.
• Ability to market showcase brand name to generate referrals.
• Honesty, integrity, and a solid reputation.
• Developed negotiation skills.