Private Client Manager (based in Javea, Spain)

Blevins Franks Financial Management Limited; España; On-site; PHP 3,249,390 - 4,874,086; Full time

Benefits offered by this job

Full in-house training

Solid basic salary plus bonus

Job summary

Blevins Franks Financial Management Limited is seeking a Private Client Manager based in Javea, Spain. The role entails operating as a retail investment adviser under FCA regulations, establishing financial strategies for clients, and maintaining strong relationships with various clients whilst providing tailored financial advice.

Applicants should have a Level 4 qualification in Regulated Financial Planning, along with at least 5 years of experience in the financial services sector. The position offers both a solid salary and bonus potential, reflecting the company’s long-standing expertise in financial advisory for British expatriates across Europe.

Qualifications

• Minimum of 5 years’ experience in financial services, especially investment advice.
• Experience with clients having investable assets between £1m and £5m.
• FCA-approved or capable of meeting fitness and propriety requirements.

Responsibilities

• Operate as a retail investment adviser in line with FCA regulations.
• Establish and document clients’ financial information.
• Guide clients in gathering relevant financial documentation.
• Determine strategies for meeting clients' financial objectives.

Skills

Excellent interpersonal skills

Communication skills

Relationship building

Accountability

Determination

Flexibility

Reliability

Continual learner

Education

Level 4 in Regulated Financial Planning

Tools

MS Word

MS Excel

Job description

Private Client Manager (based in Javea, Spain)

25.06.26

Main Purpose of Private Client Manager (PCM) Role

• Operate as a retail investment adviser in accordance with the rules and guidance of the UK’s Financial Conduct Authority (FCA), and any other regulatory body deemed appropriate by BFWML.
• Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in areas such as cash flow management, investment planning, estate management, tax and wills.
• Explain and document for clients and prospective clients the types of services that are to be provided, and the services for which they are authorised.

Key working relationships

• Clients, Partners and the administration services.

Key responsibilities/duties

• Establish and record clients’ current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
• Guide clients in gathering information relevant to the construction of a financial plan, such as bank account records, income tax returns, life and disability insurance records, pension plan information and wills.
• Analyse client information and investigate available investment opportunities to determine conformity with the client’s financial plans.
• Determine strategies for meeting clients’ financial objectives and recommend plans best suited to individual client requirements.
• Implement financial planning recommendations.
• Prepare and interpret for clients information such as investment performance reports, financial document summaries and income projections.
• Answer clients’ questions about the purposes and details of financial plans and strategies.
• Contact clients periodically to determine if there have been changes in their financial status.
• Review clients’ accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
• Build and maintain client databases, keeping current client plans up-to-date.
• Conduct seminars and workshops on financial planning topics such as retirement planning, estate planning, and the evaluation of severance packages.
• Maintain and extend professional standards by keeping up to date with financial products and legislation.
• Contact clients with news of new financial products or changes to legislation that may affect their savings and investments.
• Meet professional, regulatory and ethical aspects of the role and treat all clients fairly at all times.
• Establish and develop a network of referrals to support the recruitment of new clients on an ongoing basis.
• Balance referral activities, customer follow up, prospect building, and administrative tasks in an effective and organised way.

Personal attributes

• Excellent interpersonal, listening and communication skills
• Relationship builder
• Accountability to clients
• Determination
• Flexibility
• Reliability
• Continual learner

Mandatory professional standards required for this job

• A proven track record, as measured by the achievement of competence status in a financial advisory role and performance against agreed standards.
• Already an FCA-approved Person (CF30) or, if not, capable of satisfying the fitness and propriety requirements in order to be approved.
• Qualified at least to Level 4 in Regulated Financial Planning – i.e. having achieved a benchmark qualification that meets the standards required for those giving professional advice on retail investment products.
• Minimum of 5 years’ experience in the financial services industry, primarily within the investment advice and wealth management sector.
• Experience in dealing with clients with investable assets between £1m and £5m.

Additional desirable professional standards for this role

• Competent appreciation of the use of risk profiling and assessment tools, use and application of investment platforms and client management tools.
• Experience in the use of computer applications such as MS Word/MS Excel and any other software applications as specified by BFWML.
• Knowledge, and preferably experience, of the overseas investment market.

Candidate package

• Full in‑house training provided, during which all reasonable expenses covered.
• Solid basic salary plus bonus.

About Blevins Franks

Blevins Franks has been providing specialist financial advice to British expatriates across Europe for 50 years. Our expertise covers tax, estate planning, pensions and investment management to offer a genuinely holistic approach to financial planning.