Independent Financial Adviser – Spain

Prestige IFA Jobs; Andalucía; On-site; EUR 60,000 - 100,000; Full time

Benefits offered by this job

Commission-based earnings

Professional development

Collaborative work environment

Innovative culture

Job summary

Prestige IFA Jobs in Marbella, Spain, seeks an experienced Independent Financial Adviser to serve expatriate clients across the EU and Switzerland. You will deliver tailored financial advice, helping clients navigate complex financial landscapes and achieve long-term objectives.

The role offers flexibility, autonomy, and growth within a collaborative, international team serving a diverse and affluent client base.

Qualifications

• Proven experience as Independent Financial Adviser with a strong track record.
• Knowledge of financial planning, investment products and regulatory frameworks.
• Sales-driven with excellent communication and interpersonal skills.
• Ability to work independently and maintain high productivity.
• Strong analytical ability and attention to detail.

Responsibilities

• Provide expert financial advice tailored to client goals and circumstances.
• Conduct detailed financial assessments and develop customised financial plans.
• Advise on investment strategies, retirement and estate planning, and tax optimisation.
• Generate new business through networking, referrals and marketing initiatives.
• Build and maintain strong, long-term client relationships.
• Use effective communication and emotional intelligence to address client needs.
• Follow up on leads, manage objections, and close new business opportunities.
• Stay up to date with industry trends, regulatory changes, and best practices.

Skills

Financial planning

Investment products

Regulatory knowledge

Communication skills

Networking

Fluent English

Education

CII/CISI Level 4

CFP

CFA

Series 7

Job description

• Compensation: EUR 60,000 - EUR 100,000 - yearly

Company Description

Our client is a well-established British financial advisory firm based in Marbella, Spain, specialising in delivering holistic financial planning solutions to expatriates across the EU and Switzerland.

This is an exciting opportunity for experienced advisers looking to work within a vibrant international environment while supporting a diverse and affluent client base.

Job Description

What is on the table

You will work with expatriate clients to provide tailored financial advice, helping them navigate complex financial landscapes and achieve their long-term objectives. The role offers flexibility, autonomy, and the opportunity to grow within a supportive and collaborative team.

How you will spend your time

• Provide expert financial advice tailored to individual client goals and circumstances


• Conduct detailed financial assessments and develop customised financial plans


• Advise on investment strategies, retirement planning, estate planning, and tax optimisation


• Generate new business through networking, referrals, and marketing initiatives


• Build and maintain strong, long-term client relationships


• Use effective communication and emotional intelligence to understand and address client needs


• Follow up on leads, manage objections, and close new business opportunities


• Stay up to date with industry trends, regulatory changes, and best practices

Qualifications

• Relevant certifications such as CII or CISI Level 4, CFP, CFA, or Series 7 are preferred


• Fluency in English is essential


• Additional languages (Spanish, German, or French) are advantageous

Experience & Skills

• Proven experience as an Independent Financial Adviser with a strong track record


• In-depth knowledge of financial planning, investment products, and regulatory frameworks


• Sales-driven mindset with excellent communication and interpersonal skills


• Strong analytical ability and attention to detail


• Ability to work independently and maintain high levels of productivity


• Goal-oriented with a focus on exceeding client expectations and achieving targets

Additional Information

• Unlimited earning potential through a commission-only structure


• Opportunities for professional development and career progression


• Supportive and collaborative working environment


• Culture focused on innovation, adaptability, and continuous learning

Other terms

Applicants should have a minimum of three (3) years’ client-facing experience in wealth management or life insurance advisory, along with recognised investment qualifications (e.g. CISI, CII, or equivalent).

This is a performance-driven, client-facing opportunity focused on relationship management, business development, and long-term career growth within an international financial advisory firm.