Wealth Manager - Spain

ircfsjobs.com; Málaga; Presencial; EUR 30.000 - 60.000; Jornada completa

Descripción de la vacante

A leading international organization is looking for a Financial Planner based in Málaga, Spain. In this role, you will advise clients on important financial decisions such as retirement planning and investment strategies. The ideal candidate will have a proven track record in advisory roles and hold a Level 4 RDR UK Diploma or equivalent. You will enjoy a flexible working environment with strong operational support and a chance to work across Europe, making it an exciting opportunity in international wealth management.

Servicios

25 days holiday plus bank holidays

Flexible working hours

Remote work options

Formación

• Proven success in financial advisory roles.
• At least 1 year of experience as a Financial Planner.
• Minimum Level 4 RDR UK Diploma or equivalent.

Responsabilidades

• Advise clients face-to-face on financial objectives.
• Provide advice on Lump Sum Investment, Retirement Planning, Life Insurance, and Estate Tax Planning.
• Generate new business while maintaining client relationships.

Conocimientos

Advisory/Relationship Management

Proactive attitude

Business development

Educación

Level 4 RDR UK Diploma (or equivalent)

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 an Advisory / Relationship Management role within a financial services organization such as a bank, brokerage, or IFA.
• Minimum Level 4 RDR UK Diploma (or equivalent); Chartered status preferred.
• Transferable AUM and an active client base.
• Proactive, entrepreneurial attitude with a track record of generating new business while maintaining client relationships.
• At least 1 year of experience as a Financial Planner.
• Self-employed or employed with a competitive salary + bonus scheme.
• Benefits include 25 days holiday plus bank holidays, flexible working hours, and remote work options.
• Full support from an in-house paraplanner and marketing team.
• In-depth training in Repatriation and offshore solutions.

Why Join Us?

• Strong regulatory background across multiple jurisdictions.
• Global presence and industry-leading investment proposition.
• Support with lead generation, business development, research, and marketing.
• Comprehensive paraplanning and administrative support.
• Flexible working arrangements and infrastructure.
• Options for self-employed or employed adviser roles.

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

Join a support network of compliance, training, back-office, recruitment, tech, and marketing professionals, and build a future in some of the most exciting locations worldwide.

Regulation

Our client’s key USP is their robust regulatory background, holding licenses to operate in all jurisdictions where they have a physical presence.

Compliance

Their dedicated internal compliance team ensures ongoing due diligence, developing new terms of business with providers while staying ahead of regulatory changes.

Their investment proposition is industry-leading, regularly reviewed by their investment committee, based on principles of consistency, long-term growth, quality investments, and diversification.

Operational Support

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

Business Development

Business Development Managers introduce their unique proposition before initial meetings, supported by a UK-based marketing team creating promotional materials and campaigns.

They foster a strong team ethos, with advisers, BDMs, and administrative staff working closely together, creating a camaraderie that is a key attraction.