International Financial Planner - Spain

  • Malaga, Spain
  • Full-Time
  • Hybrid

Job Description:

International Financial Planner | Spain | Remote / Hybrid Opportunities Available

A Rare Opportunity with a Leading International Wealth Management Firm

Our client, a highly respected and growing international wealth management firm, is seeking an experienced International Financial Planner to join its expanding team in Spain.

This is an outstanding opportunity for an ambitious adviser with an existing transferable client bank who is looking to join an established international business with an excellent reputation, outstanding support infrastructure and genuine long-term career prospects.

Remote, hybrid and flexible working arrangements will be considered for the right individual.

What's on offer?

  • Spain-based opportunity with remote, hybrid and flexible working options available
  • Work with high-net-worth international and expatriate clients
  • Established international wealth management platform
  • Competitive basic salary with an attractive bonus and incentive structure
  • Strong operational, technical and paraplanning support
  • Genuine long-term career progression
  • Ongoing professional development and support
  • Collaborative, professional and client-focused culture

The role

  • Transfer and develop your existing client portfolio while continuing to grow your book of business
  • Deliver holistic financial planning, investment, retirement and wealth management advice
  • Build long-term relationships with high-net-worth and internationally mobile clients
  • Generate new business through referrals, networking and professional relationships
  • Work closely with an experienced international support team
  • Deliver exceptional ongoing service and tailored cross-border financial planning solutions

The ideal candidate will have:

  • Experience as an International Financial Planner, Financial Adviser or Wealth Manager
  • A transferable client bank with a minimum of £5 million AUM
  • Experience advising expatriate and internationally mobile clients
  • Strong knowledge of investments, pensions and holistic financial planning
  • A proven track record of business development and long-term client relationship management
  • A minimum Level 4 financial planning qualification (or equivalent)
  • Excellent communication, presentation and relationship-building skills
  • The right to live and work in Spain, or the ability to obtain the appropriate permissions

If you're looking to join an established international wealth management firm where your existing client relationships are recognised, your success is rewarded, and your future career development is genuinely supported, this could be the ideal next step in your career.

If you're interested in learning more, please apply in confidence or contact me directly for a confidential discussion.