Offshore Financial Advisor – Marbella, Spain

Prestige IFA Jobs; Marbella; On-site; EUR 60,000 - 110,000; Full time

Benefits offered by this job

Relocation support

Visa sponsorship

Uncapped commission

Professional development

Back-office support

Job summary

Prestige IFA Jobs in Madrid seeks a motivated Financial Advisor to serve international and expatriate clients with tailored wealth management solutions. You will conduct reviews, craft investment and pension plans, and guide cross-border decisions to optimise tax and retirement outcomes.

Join a dynamic, regulatory-compliant team offering relocation support and visa sponsorship for qualified candidates, with uncapped commission potential and ongoing professional development.

Qualifications

• UK-recognised financial advisory qualifications (DipPFS, CISI Level 4, CFP or equivalent).
• Minimum 2–3 years of client-facing wealth management experience.
• Strong knowledge of investments, pensions and cross-border planning.
• Excellent communication and relationship management skills.
• Experience with expatriate clients and international tax considerations is preferred.

Responsibilities

• Deliver professional financial advice and bespoke wealth management solutions to international clients.
• Build long-term client relationships through high-quality service.
• Conduct thorough reviews and fact-finding discussions.
• Develop customised financial plans addressing investments, pensions, and protection needs.
• Provide guidance on cross-border financial planning and expatriate tax strategies.
• Ensure compliance with regulatory frameworks and industry standards.

Skills

Expatriate clients

Wealth management

Cross-border planning

Regulatory compliance

Pensions planning

Education

DipPFS / CISI Level 4 / CFP or equivalent

Job description

Location: Madrid, Spain. This is an international expatriate opportunity for qualified financial advisors seeking to work with a global client base from a dynamic overseas market.

About the Role

Our client, a well-regarded financial services firm in Madrid, Spain, is looking for a motivated Financial Advisor to join their team. This role involves offering tailored financial advice and wealth management strategies to a wide range of international and expatriate clients. Madrid offers an attractive environment for financial professionals seeking cross-border career development.

Key Responsibilities

• Deliver professional financial advice and bespoke wealth management solutions to clients
• Build and sustain long-term client relationships through exceptional service standards
• Conduct thorough financial reviews and comprehensive fact-finding discussions
• Develop customised financial plans addressing investments, pensions, and protection needs
• Provide guidance on cross-border financial planning and international investment opportunities
• Assist clients with UK pension transfers, QROPS arrangements, and expatriate tax strategy
• Maintain full compliance with all relevant regulatory frameworks and industry standards

Qualifications & Requirements

• UK-recognised financial advisory qualifications (DipPFS, CISI Level 4, CFP or equivalent)
• Minimum 2-3 years of client-facing experience in wealth management or financial advisory
• Strong knowledge of investments, pensions, and wealth management strategies
• Excellent communication and relationship management skills
• Experience working with expatriate or cross-border clients preferred
• Commitment to professional development and regulatory compliance

What’s on Offer

• Competitive commission-based earnings with uncapped potential
• Professional development and ongoing training support
• Relocation support and visa sponsorship for successful international candidates
• Opportunity to build a global client portfolio
• Full back-office and compliance support
• Career progression opportunities within a growing international firm

About Madrid, Spain

Madrid is a thriving financial centre with a growing expatriate community and excellent quality of life. The city offers a modern infrastructure, competitive tax environment, and outstanding professional networking opportunities within the international financial services sector.