Wealth Manager - Spain

Independent Resourcing Consultancy Ltd; Murcia; A distancia; EUR 50.000 - 70.000; Jornada completa

Descripción de la vacante

A leading organization is seeking a Financial Planner in Europe to advise clients on financial objectives. The role offers flexibility, a competitive salary, and a robust support network. Ideal candidates will have proven success in advisory roles and relevant qualifications.

Servicios

25 days holiday + bank holidays

Flexible hours

Remote working options

In-house paraplanner support

Marketing team support

Formación

• Minimum 1 year experience as a Financial Planner.
• Proven success in Advisory / Relationship Management.

Responsabilidades

• Advising clients on financial objectives across Europe.
• Offering advice on Lump Sum Investment, Retirement Planning, Life Insurance, and Estate Tax Planning.

Conocimientos

Advisory

Relationship Management

Entrepreneurial attitude

Educación

Level 4 RDR UK Diploma

Chartered

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, 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 a financial services organization (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 and maintaining client relationships holistically.
• Minimum 1 year experience as a Financial Planner.
• Self-employed or employed with a competitive salary + bonus scheme.
• Benefits: 25 days holiday + bank holidays, flexible hours, remote working options, in-house paraplanner support, and marketing team support.
• Training in Repatriation and offshore client solutions.

Why Join Us?

• Strong regulatory background across multiple jurisdictions.
• Global presence and industry-leading investment proposition.
• Support with lead generation, training, and qualifications funding.
• Flexible working arrangements and comprehensive support infrastructure.
• Options for self-employed or employed adviser roles.

Whether an experienced financial planner or recent graduate, our client offers a unique opportunity in international wealth management, backed by a robust support network in compliance, training, back office, recruitment, tech, and marketing.

Regulation and Compliance

Our client’s USP is their strong regulatory background, holding licenses in all jurisdictions of operation. Their dedicated compliance team ensures ongoing adherence to regulatory standards and develops new terms of business with providers.

Operational and Business Development Support

Advisers benefit from extensive operational support handling provider, trustee, and client queries. Business Development Managers and a dedicated UK marketing team facilitate client acquisition and marketing efforts, fostering a strong team ethos and camaraderie among staff.