Private Client Wealth Advisor (Remote/Expats)

Prestige IFA Jobs; Marbella; A distancia; EUR 42.000 - 62.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Expat opportunity

Remote work options

Descripción de la vacante

Prestige IFA Jobs in Marbella, Spain, seeks an experienced UK-qualified financial advisor for wealth management and life insurance advisory. The role emphasizes relationship development with sophisticated clients and delivering trusted, compliant guidance across investments, pensions, tax planning, mortgages, and protection.

Open to international candidates with Spain residency or NIE. This is a performance-driven, client-facing position with remote work options depending on regulatory

Formación

• At least three (3) years of client-facing experience in wealth management or life insurance advisory.
• Recognised investment qualifications (e.g., CISI, CII, or equivalent).

Responsabilidades

• Provide high-quality financial advice across wealth management areas.
• Develop and maintain client relationships with sophisticated clients.
• Support retirement planning, tax planning, mortgage, and protection needs.
• Communicate clearly and professionally with clients and colleagues.
• Utilise Excel and IT tools to analyse and present solutions.

Conocimientos

Solutions oriented

Organised

Analytical

Autonomous

Communication skills

Client focus

Excel proficiency

Educación

Level 4 qualifications or Diploma equivalent

Herramientas

Excel

Descripción del empleo

Prestige IFA Jobs in Marbella, Spain, seeks an experienced UK-qualified financial advisor for wealth management and life insurance advisory. The role emphasizes relationship development with sophisticated clients and delivering trusted, compliant guidance across investments, pensions, tax planning, mortgages, and protection.

Open to international candidates with Spain residency or NIE. This is a performance-driven, client-facing position with remote work options depending on regulatory