Financial Planner (Spain, France, Portugal)

JR United Kingdom; England; On-site; EUR 60,000 - 70,000; Full time

Job summary

A leading Tax and Wealth Management company seeks a UK-based Financial Planner eager to relocate to Europe. This role involves managing a client portfolio and providing financial advice on wealth matters. Excellent support and relocation costs covered, making it an ideal opportunity for those looking to emigrate.

Benefits

Full technical back-office support

Relocation costs covered

Qualifications

• Experience advising UK private clients.
• Strong knowledge of IHT and pension planning.
• Genuine desire to relocate and work abroad.

Responsibilities

• Manage an existing client portfolio.
• Provide ongoing financial advice on complex wealth matters.
• Collaborate with regional tax advisers.

Skills

Financial Planning

Client Management

Wealth Management

IHT Knowledge

Pension Planning

Education

UK Regulated Financial Planning Qualification (CII Level 6 preferred)

CII Level 4 minimum

Job description

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Job Details

• Location: France, Spain & Portugal
• Salary: €60,000 + Bonus
• Reference Number: 9666
• Job Type: Financial Planner (UK-based, relocating to Europe)

Job Description

We have an exciting opportunity for a UK-based Financial Planner eager to relocate to Europe. This role is with a leading Tax and Wealth Management company serving UK ex-pats, hiring across their European offices in France, Portugal, and Spain.

In France, locations include Saint-Jean (Toulouse), Annecy, and Niort. The Portuguese offices are situated in scenic locations around Portugal, and in Spain, the role covers Madrid and Tenerife (Canary Islands).

The role involves managing an existing client portfolio, providing ongoing financial advice on complex wealth matters, and collaborating with regional tax advisers. While primarily a servicing role, there will be opportunities for new business through referrals and leads.

The company offers excellent support, including local and centralized back-office teams for administration, paraplanning, and compliance.

We seek an enthusiastic, self-sufficient Financial Planner with a genuine desire to emigrate abroad.

Benefits

• Salary of €60,000 + Bonus
• Full technical back-office support
• Relocation costs covered

Requirements

• UK Regulated Financial Planning Qualification (CII Level 6 preferred, Level 4 minimum)
• Experience advising UK private clients
• Strong knowledge of IHT and pension planning
• Genuine desire to relocate and work abroad

Please contact us or apply online to learn more about this opportunity.