Wealth Manager - Spain

Click and Connect Online Limited; Málaga; 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 dynamic team in Europe. This role offers the unique opportunity to advise clients on their financial objectives, including investment and retirement planning, while benefiting from a strong operational support system. With a focus on compliance and regulatory standards, you will be part of a global network that empowers you to grow your client base and enhance your professional skills. Enjoy flexible working arrangements and a supportive environment that fosters business development and personal growth, allowing you to thrive in the exciting world of international wealth management.

Servicios

25 days holiday plus bank holidays

Flexible working hours

Remote work options

In-house paraplanner support

Marketing team support

In-depth training in Repatriation and offshore solutions

Formación

• Proven track record in financial advisory roles.
• Minimum Level 4 RDR UK Diploma or equivalent qualification.

Responsabilidades

• Advise clients on medium to long-term financial objectives.
• Offer advice on Lump Sum Investment, Retirement Planning, and Life Insurance.

Conocimientos

Advisory/Relationship Management

Financial Planning

Client Relationship Management

Regulatory Compliance

Business Development

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 on medium to long-term financial objectives in a face-to-face capacity across Europe.

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

Desired Skills & Experience

• A proven track record within an Advisory/Relationship Management role in a financial services organization such as a bank, brokerage, or IFA.
• Level 4 RDR UK Diploma (or equivalent) minimum qualification; ideally Chartered.
• Transferable AUM and an active client base.
• A proactive, entrepreneurial attitude that has generated new business and maintained client relationships holistically.
• At least 1 year of experience as a Financial Planner.
• Self-employed or employed with a competitive salary and bonus scheme.
• Benefits include 25 days holiday plus bank holidays, flexible working hours, remote work options, full support from an in-house paraplanner, and marketing team support.
• In-depth training in Repatriation and offshore client solutions.
• Strong regulatory background across multiple jurisdictions.
• Global presence and support with external qualifications (CII, CISI, LIBF).
• Industry-leading investment proposition, supported by business development and marketing teams.
• Flexible working arrangements and infrastructure.

Additional Information

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 network that supports compliance, training, back-office operations, recruitment, technology, and marketing, allowing you to build a rewarding future while living in some of the most amazing places in the world.

Regulation & Compliance

The key USP is their strong regulatory background, licensed to operate in all jurisdictions where they have a physical presence. Their dedicated compliance team ensures adherence to evolving regulations and maintains industry-leading standards.

Operational Support & Business Development

Advisers are supported by a large operations team handling queries to ensure smooth processes. Business Development Managers and a UK-based marketing team support client acquisition and campaign efforts. The team ethos fosters camaraderie among advisers, BDMs, and administrative staff.