Independent Financial Adviser – Spain

Prestige IFA Jobs; Marbella; Presencial; EUR 53.000 - 105.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Commission-based earnings

Career development

Professional growth

Collaborative environment

Descripción de la vacante

Prestige IFA Jobs in Marbella is seeking experienced Independent Financial Advisers for an international wealth management role. You will work with expatriate clients to deliver tailored financial planning, cross-border investment strategies, and tax optimisation, while building a long-term career in a vibrant, multilingual environment.

This commission-based opportunity offers autonomy, performance-based earnings (OTE), and strong professional development within a supportive team focused on

Formación

• 3+ years of client-facing wealth management experience.
• CISI/CII, CFP, CFA, or Series 7 qualifications preferred.
• Fluency in English required; additional languages advantageous.
• Knowledge of cross-border financial services and tax optimisation.

Responsabilidades

• Provide tailored financial advice to expatriate clients.
• Develop customised financial plans.
• Advise on investments, retirement, estate planning, and tax optimisation.
• Generate new business through networking and referrals.
• Build long-term client relationships.
• Stay up to date with industry trends.

Conocimientos

Independent Financial Adviser

Financial planning

Regulatory frameworks

Sales-driven

Communication

Educación

CISI/CII Level 4

CFP

CFA

Series 7

Herramientas

CRM tools

Descripción del empleo

This opportunity is open to UK-qualified Financial Advisers, Wealth Managers, Investment Advisers, IFAs and financial services professionals seeking an international career. Candidates currently based in the United Kingdom, Europe, the UAE, Asia or Latin America are encouraged to apply. The role offers the opportunity to work with expatriate and international clients while building a long-term career in wealth management, financial planning and cross-border financial services.

Join a Leading Financial Advisory Firm in Marbella

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.

About The Opportunity

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.

Key Responsibilities

• 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

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

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

Compensation & Benefits

• 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

Additional Information

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.

Tagged as: Commission Only, OTE $60K–$120K+, Senior Role