Wealth Manager - Spain

Independent Resourcing Consultancy Ltd; Islas Baleares; A distancia; EUR 40.000 - 80.000; Jornada completa

Descripción de la vacante

An established industry player is seeking a Financial Planner to join their expanding European team. This role involves advising clients on various financial objectives, including investment strategies and retirement planning. With a strong regulatory background and a commitment to professional development, the firm offers comprehensive support, including training and marketing resources. This is an exciting opportunity for experienced financial planners or recent graduates looking to build a career in international wealth management. Join a collaborative environment that values innovation and client success.

Servicios

25 days holiday plus bank holidays

Flexible hours

Remote working options

Support from in-house paraplanner

Training for external qualifications

Lead generation support

Full administrative support

Formación

• Proven success in financial advisory roles within financial services.
• Minimum Level 4 RDR UK Diploma or equivalent, Chartered preferred.

Responsabilidades

• Advise clients on medium to long-term financial objectives.
• Provide guidance on Lump Sum Investment, Retirement Planning, and more.

Conocimientos

Advisory/Relationship Management

Financial Planning

Lump Sum Investment

Retirement Planning

Life Insurance

Estate Tax Planning

Entrepreneurial Attitude

Educación

Level 4 RDR UK Diploma

Chartered Qualification

Descripción del empleo

As a leading organization in their sector with offices in the UK and across the globe, our client has developed a unique advice proposition, leading to a significant increase in client demand as they expand their presence in Europe.

As a Financial Planner in Europe, you will work alongside the Director of the European business. You will advise clients face-to-face across Europe on medium to long-term financial objectives.

Your responsibilities will include providing advice on areas such as Lump Sum Investment, Retirement Planning, Life Insurance, and Estate Tax Planning.

Desired Skills & Experience

• Proven success in Advisory/Relationship Management within a financial services organization (bank, brokerage, or IFA).
• Level 4 RDR UK Diploma (or equivalent) minimum; Chartered preferred.
• Transferable AUM and active client base.
• Proactive, entrepreneurial attitude generating new business while maintaining client relationships efficiently and holistically.
• At least 1 year of experience as a Financial Planner.
• Self-employed split or employed with a competitive salary and bonus scheme.
• 25 days holiday plus bank holidays.
• Flexible hours and remote working options.
• Support from an in-house paraplanner.
• Support from an in-house marketing team for campaigns.
• Training in Repatriation and offshore client solutions.

Why Join Us?

• Strong regulatory background across multiple jurisdictions.
• Global presence.
• Full training, including funding for external qualifications (CII, CISI, LIBF).
• Industry-leading investment proposition.
• Lead generation support from business development, research, and marketing teams.
• Full paraplanning and administrative support.
• Flexible working arrangements and infrastructure.
• Options for self-employed or employed adviser roles.

Whether you're an experienced financial planner seeking a new challenge or a recent graduate, our client offers a unique opportunity in international wealth management.

Join a network with top compliance, training, back office, recruitment, tech, and marketing support, and build a future in some of the world's most amazing locations.

Regulation

Our client’s key USP is their strong regulatory background, maintained since inception, holding licenses in all jurisdictions where they operate physically.

Compliance

The internal compliance team ensures ongoing due diligence, new terms of business, and regulatory compliance, supported by an industry-leading investment proposition reviewed by their investment committee, based on principles of consistency, long-term growth, quality, and diversification.

Operational Support

Advisers are supported by a large operations team handling provider, trustee, and client queries to facilitate smooth advice issuance.

Business Development

Business Development Managers introduce the firm’s unique proposition before initial meetings, supported by a dedicated UK marketing team creating marketing materials and campaigns.

The team ethos is strong, with advisers, BDMs, and administrative staff working closely together, fostering camaraderie.