Independent Financial Adviser – Spain

Locations: Madrid | Barcelona | Marbella | Málaga | Alicante | Valencia | Remote Opportunities Available

Join a Leading International Wealth Management Firm

Our client, a respected international wealth management firm, is expanding its presence across Spain and is seeking experienced Independent Financial Advisers to join its growing European advisory team.

This opportunity is ideally suited to advisers with experience advising expatriates, internationally mobile professionals, high-net-worth individuals and cross-border clients who are looking to build a successful career within a modern, client-focused wealth management business.

Operating within a MiFID-regulated European framework, advisers benefit from the strength of a fully compliant European platform while providing holistic financial planning solutions to clients across Spain and, where appropriate, the wider European market.

Advisers with an existing client portfolio or transferable relationships are highly desirable, although this is preferred rather than essential. Strong business development capability and the ability to develop lasting client relationships are equally valued.

The Opportunity

As an Independent Financial Adviser, you will deliver holistic financial planning and wealth management advice to expatriate and internationally mobile clients living throughout Spain and Europe.

You will provide tailored advice across a broad range of financial planning disciplines, including:

• Investment Planning
• Retirement & Pension Planning
• Wealth Preservation
• Estate & Legacy Planning
• Protection Planning
• Tax-Efficient Wealth Structuring
• Cross-Border Financial Planning
• Long-Term Investment Management

Working within a MiFID regulatory environment, you will deliver high-quality, compliant advice while helping clients achieve their long-term financial goals.

Key Responsibilities

• Build and maintain long-term relationships with expatriate and international clients.
• Conduct comprehensive financial reviews and identify clients' financial objectives.
• Develop bespoke financial planning and investment strategies.
• Deliver ongoing reviews and adapt financial plans as clients' needs evolve.
• Build new business through referrals, networking and professional relationship management.
• Ensure all advice is delivered in accordance with MiFID regulations and internal compliance standards.
• Stay informed on European investment markets, legislation and financial planning developments.
• Maintain the highest standards of professionalism, ethics and client care.

Candidate Requirements

Our client is seeking ambitious advisers who can demonstrate:

• A minimum of 3 years' experience as a Financial Adviser, Wealth Manager or Financial Planner.
• Experience advising expatriate, international or cross-border clients.
• Level 4 Diploma (or equivalent) is preferred.
• Knowledge of European financial planning and MiFID regulations is highly advantageous.
• A proven track record of delivering holistic financial advice.
• Strong communication, presentation and relationship management skills.
• Excellent commercial awareness and business development capability.
• High levels of professionalism, integrity and self-motivation.
• Strong IT skills and experience using CRM and financial planning systems.
• Fluent English is essential. Additional European languages would be advantageous.
• An existing client portfolio or transferable assets under management (AUM) would be advantageous but are not essential.

What's on Offer

• Various remuneration packages available, tailored to your experience, professional qualifications and assets under management (AUM).
• Highly competitive earning potential.
• Opportunity to operate within a fully MiFID-compliant European wealth management framework.
• Comprehensive compliance, paraplanning, administration and operational support.
• Modern technology and market-leading financial planning infrastructure.
• Access to a broad range of international investment and wealth management solutions.
• Ongoing professional development and long-term career progression.
• The opportunity to work with expatriate, international and high-net-worth clients across Spain and Europe.
• A collaborative, entrepreneurial and growth-focused environment.

Why Join?

Spain remains one of Europe's largest expatriate wealth management markets, creating exceptional opportunities for experienced advisers to build long-term relationships with international clients seeking sophisticated cross-border financial planning.

Whether you already manage an established client portfolio or are looking to further develop your advisory career, our client provides the regulatory framework, infrastructure, operational support and international platform needed to maximise your long-term success.

If you're passionate about delivering first-class holistic financial planning within a MiFID-regulated European environment, we'd love to hear from you.

Apply in complete confidence today or contact IRCFS for a confidential discussion.