Wealth Manager - Spain

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

Descripción de la vacante

Join a leading organization in international wealth management as a Financial Planner, where you will advise clients on their financial goals across Europe. This role offers a unique opportunity to work in a flexible environment with extensive support from compliance, training, and marketing teams. Whether you're an experienced professional or a recent graduate, you'll benefit from a strong regulatory background and a collaborative team ethos. Embrace the chance to build a rewarding career while enjoying life in beautiful locations.

Servicios

25 days holiday plus bank holidays

Flexible working hours

Remote working options

In-house paraplanner support

Marketing support

Training in Repatriation and offshore solutions

Formación

• Proven success in financial advisory roles with a strong client base.
• At least 1 year of experience as a Financial Planner is required.

Responsabilidades

• Advising clients face-to-face on financial objectives across Europe.
• Offering advice on investment, retirement, and tax planning.

Conocimientos

Advisory / Relationship Management

Financial Planning

Lump Sum Investment

Retirement Planning

Life Insurance

Estate Tax Planning

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, advising clients face-to-face across Europe on medium to long-term financial objectives.

Your responsibilities include offering 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 financial services (bank, brokerage, or IFA).
• Level 4 RDR UK Diploma or equivalent; Chartered preferred.
• Transferable AUM and active client base.
• Proactive, entrepreneurial attitude with a track record of generating new business while maintaining client relationships.
• At least 1 year 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 hours, remote working options, in-house paraplanner support, and marketing support.
• Training in Repatriation and offshore solutions.

Why Join Us?

• Strong regulatory background across jurisdictions.
• Global presence with full training and support, including external qualification funding.
• Industry-leading investment proposition.
• Lead generation support via business development, research, and marketing teams.
• Full paraplanning and admin support.
• Flexible working environment with adviser options.

Whether experienced or newly graduated, our client offers a unique opportunity in international wealth management, supported by top compliance, training, back office, recruitment, tech, and marketing teams, allowing you to build a proud future while living in amazing locations.

Regulation

The key USP is their strong regulatory background, with licenses in every jurisdiction of operation.

Compliance

A dedicated internal compliance team ensures ongoing development of terms of business and regulatory compliance, with a focus on investment quality, diversification, and long-term growth.

Operational Support

An extensive operations team supports advisers by handling provider, trustee, and client queries to facilitate smooth advice issuance.

Business Development

Business Development Managers introduce the firm's proposition before initial client meetings, supported by a UK-based marketing team creating promotional materials and campaigns.

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