Financial Advisors – Marbella, Spain

Prestige IFA Jobs; Marbella; Presencial; EUR 55.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Chartered qualifications

Career mobility

Commission bonuses

Training programs

Engagement events

Descripción de la vacante

Prestige IFA Jobs is seeking a wealth management advisor to cultivate a client base in the wealth management sector. The role emphasizes tailored advisory services, client communication, and strategic growth for assets under management.

Applicants should have 3+ years in wealth management or life insurance advisory, with recognised investment qualifications. Expat opportunity with remote work options depending on jurisdiction.

Formación

• 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.

Responsabilidades

• Cultivate and expand a client base focused on wealth management (B2C).
• Provide tailored advisory services and maintain strong client communication.
• Identify financial needs and deliver customized solutions to grow assets under management.
• Conduct comprehensive client reviews and create bespoke wealth management strategies.
• Apply a consultative approach to understand client goals and provide appropriate solutions.
• Stay informed on global markets and trends to deliver accurate, up-to-date advice.

Conocimientos

Service orientation

Numerical acumen

Attention to detail

Integrity & professionalism

Analytical skills

Risk assessment

Sales track record

Ambition & resilience

HNWI experience

Investment products knowledge

UK Level 4 advisory qualification

Educación

Bachelor’s degree or equivalent in business/finance/economics/management

UK Level 4 advisory qualification

Descripción del empleo

Key Responsibilities

• Cultivate and expand a client base focused on wealth management (B2C)
• Provide tailored advisory services and maintain strong client communication
• Identify financial needs and deliver customized solutions to grow assets under management
• Conduct comprehensive client reviews and create bespoke wealth management strategies
• Apply a consultative approach to understand client goals and provide appropriate solutions
• Stay informed on global markets and trends to deliver accurate, up-to-date advice

Required Skills

• Bachelor’s degree or equivalent experience in business, finance, economics, or management
• Strong service orientation, numerical acumen, and attention to detail
• Aspiration for or possession of UK Level 4 advisory qualification
• Experience with high-net-worth clients preferred
• Familiarity with investment, offshore, fintech, bond, or pension products advantageous
• Integrity, professionalism, and collaborative spirit
• Analytical skills, risk assessment capability, and proven sales track record
• Ambition, goal orientation, and resilience

Benefits

• Opportunities for chartered financial qualifications
• Career advancement and geographical mobility
• Competitive commission-based bonuses
• Comprehensive training programs for individuals and teams
• Access to client and employee engagement events

Notes

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.

Expat opportunity. This role is open to UK-qualified financial advisors (DipPFS, CISI Level 4, CFP) seeking international experience. Remote work options available depending on regulatory jurisdiction.

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