Wealth Manager - Spain

Independent Resourcing Consultancy Ltd; Málaga; Híbrido; EUR 40.000 - 80.000; Jornada completa

Descripción de la vacante

An established industry player is seeking a Financial Planner to provide expert advice across Europe. This role offers a unique opportunity to work alongside experienced professionals in a flexible environment. You'll engage with clients on their financial objectives, providing tailored solutions in investment and retirement planning. With strong regulatory support and a commitment to professional development, this position is ideal for both seasoned planners and recent graduates looking to make their mark in international wealth management. Join a collaborative team where your contributions will be valued and rewarded.

Servicios

Flexible hours

Remote working options

25 days holiday plus bank holidays

In-house paraplanning support

Marketing support for campaigns

Training in Repatriation and offshore solutions

Formación

• Minimum 1 year experience as a Financial Planner.
• Proven track record in financial services organization.

Responsabilidades

• Provide face-to-face financial advice to clients across Europe.
• Offer advice on Lump Sum Investment, Retirement Planning, and Life Insurance.

Conocimientos

Advisory / Relationship Management

Level 4 RDR UK Diploma

Client Relationship Management

Business Development

Financial Planning

Educación

Level 4 RDR UK Diploma

Chartered Status

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.

Role: Financial Planner in Europe

You will work alongside the Director of the European business, providing face-to-face advice to clients across Europe on medium to long-term financial objectives.

Your responsibilities include offering advice in areas such as Lump Sum Investment, Retirement Planning, Life Insurance, and Estate Tax Planning.

Desired Skills & Experience

• Proven track record in Advisory / Relationship Management within a financial services organization (bank, brokerage, or IFA).
• Level 4 RDR UK Diploma (or equivalent); Chartered status preferred.
• Transferable AUM and active client base.
• Proactive, entrepreneurial attitude with a history of generating new business and maintaining client relationships efficiently.
• Minimum 1 year experience as a Financial Planner.

Benefits

• Self-employed split of business or employed with a competitive salary + bonus.
• 25 days holiday plus bank holidays.
• Flexible hours and remote working options.
• In-house paraplanning support.
• Marketing support for campaigns.
• Training in Repatriation and offshore solutions.

Why Join Us?

• Strong regulatory presence in multiple jurisdictions.
• Global operations and support.
• Funding for external qualifications (CII, CISI, LIBF).
• Industry-leading investment propositions.
• Lead generation support from business development, research, and marketing teams.
• Full paraplanning and administrative support.
• Flexible working environment with infrastructure support.
• Options for self-employed or employed adviser roles.

Unique Proposition

Whether you're an experienced financial planner or a recent graduate, our client offers a unique opportunity in international wealth management. With top-tier support in compliance, training, back-office, recruitment, technology, and marketing, you can build a rewarding future while living in some of the world's most amazing locations.

Regulation & Compliance

The company's strong regulatory background is a key USP, with licenses in all jurisdictions of operation. Their dedicated compliance team ensures ongoing adherence to regulatory standards and develops new terms of business with providers.

Investment Philosophy

The investment committee reviews their industry-leading investment proposition regularly. Their philosophy emphasizes consistency, long-term growth, quality, and diversification.

Operational and Business Development Support

An extensive operations team supports advisers, handling provider, trustee, and client queries. Business Development Managers and a UK marketing team facilitate client acquisition through campaigns, brochures, and sales aids.

Team Ethos

The organization fosters a strong team spirit, with advisers, BDMs, and staff working closely together, creating a camaraderie that is highly valued.