Private Client Adviser – Porto, Portugal

Prestige IFA Jobs; Porto; Presencial; EUR 50 000 - 80 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Uncapped commission

Relocation package

Visa sponsorship

Training & development

Global client exposure

Resumo da oferta

Prestige IFA Jobs in Porto, Portugal, is seeking an experienced Private Client Advisor to join a team serving an international client base of expatriates and high-net-worth individuals.

You will provide comprehensive financial planning, cross-border wealth management, and pension/investment guidance, with relocation and visa sponsorship on offer and a competitive uncapped commission structure.

Qualificações

• Experience delivering financial planning and wealth management services.
• Ability to work with expatriate and cross-border clients.
• Strong knowledge of investments, pensions and wealth planning.

Responsabilidades

• Guide clients through complex financial decisions with clear, professional advice.
• Develop relationships with clients through ongoing support and guidance.
• Conduct detailed financial planning reviews and client consultations.
• Design and implement personalised wealth strategies for investment, pension, and protection.
• Provide specialist cross-border financial advice and tax-efficient investing.
• Ensure regulatory compliance and internal procedure adherence.

Conhecimentos

Client-facing advisory

Cross-border experience

Regulatory awareness

Formação académica

UK financial qualification (DipPFS / CISI Level 4 / CFP)

Descrição da oferta de emprego

Location

Porto, Portugal. This is an international expatriate opportunity for qualified financial advisors seeking to work with a global client base from a dynamic overseas market.

About the Role

Our client is recruiting an experienced Private Client Advisor Porto Portugal to join their established team in Porto, Portugal. This position focuses on delivering comprehensive financial planning and wealth management services to a diverse international client base, including expatriates and high-net-worth individuals. The successful candidate will thrive in Porto's dynamic financial landscape and growing cross-border wealth management sector.

Key Responsibilities

• Guide clients through complex financial decisions with clear, professional advice
• Develop meaningful relationships with clients through ongoing support and expert guidance
• Conduct detailed financial planning reviews and comprehensive client consultations
• Design and implement personalised wealth strategies for investment, pension, and protection
• Provide specialist advice on cross-border financial issues and international markets
• Assist with UK pension transfer analysis, QROPS planning, and tax-efficient investing
• Maintain rigorous compliance with regulatory standards and internal procedures

Qualifications & Requirements

• Holds a relevant UK financial services qualification (DipPFS, CISI Level 4, CFP or equivalent)
• Demonstrable experience of 2-3 years in a client-facing financial advisory role
• Sound knowledge of investment products, pension arrangements, and wealth planning
• Outstanding communication and interpersonal skills
• Experience working with cross-border or expatriate clients desired
• Strong commitment to professional development and regulatory best practice

What's on Offer

• Rewarding commission-based package with no cap on earnings
• Continuous training, support, and professional development programmes
• Relocation package and visa sponsorship for qualifying candidates
• Build a global client portfolio with international exposure
• Complete back-office and compliance support
• Excellent career progression opportunities in an expanding firm

About Porto, Portugal

Porto has become a destination of choice for financial professionals, offering a high quality of life, modern infrastructure, and a supportive tax environment. The expatriate community continues to grow, providing strong networking and business development opportunities.