Independent Wealth Advisor for Expats

Prestige IFA Jobs; Marbella; Presencial; EUR 60.000 - 130.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Commission-based earnings

Office-based role in La Cala de Mijas

Professional development and career

Descripción de la vacante

Prestige IFA Jobs is seeking an experienced Independent Financial Advisor based at our La Cala de Mijas office on the Costa del Sol. You will manage your own client portfolio, provide tailored financial strategies, and build lasting relationships with expatriates across the EU and Switzerland.

The ideal candidate has 3+ years in wealth management or life insurance advisory, strong knowledge of planning principles and investment products, and excellent communication skills in English.

Formación

• Minimum of three (3) years' client-facing experience in wealth management or life insurance advisory.
• Recognised investment qualifications (e.g. CISI, CII) or equivalent are advantageous.
• Fluency in English is essential; additional languages such as Spanish, German, or French are beneficial.

Responsabilidades

• Provide expert financial advice aligned with each client's financial goals and objectives.
• Conduct in-depth financial assessments and develop tailored 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.
• Stay informed on industry developments, regulatory changes, and best practices.

Conocimientos

Independent Financial Advisor

Financial planning

Investment products

Regulatory knowledge

Communication skills

Analytical skills

Independent work

English fluency

Multilingual beneficial

Educación

CISI/CII certifications

CFP/CFA certifications

Descripción del empleo

Prestige IFA Jobs is seeking an experienced Independent Financial Advisor based at our La Cala de Mijas office on the Costa del Sol. You will manage your own client portfolio, provide tailored financial strategies, and build lasting relationships with expatriates across the EU and Switzerland.

The ideal candidate has 3+ years in wealth management or life insurance advisory, strong knowledge of planning principles and investment products, and excellent communication skills in English.