Financial Advisors – Marbella, Spain
4 days ago
Marbella
• Cultivate and expand a client base focused on wealth management (B2C), • Provide tailored advisory services and maintain strong client communication, • Identify financial needs and deliver customized solutions to grow assets under management, • Conduct comprehensive client reviews and create bespoke wealth management strategies, • Apply a consultative approach to understand client goals and provide appropriate solutions, • Stay informed on global markets and trends to deliver accurate, up-to-date advice, • Bachelor’s degree or equivalent experience in business, finance, economics, or management, • Strong service orientation, numerical acumen, and attention to detail, • Aspiration for or possession of UK Level 4 advisory qualification, • Experience with high-net-worth clients preferred, • Familiarity with investment, offshore, fintech, bond, or pension products advantageous, • Integrity, professionalism, and collaborative spirit, • Analytical skills, risk assessment capability, and proven sales track record, • Ambition, goal orientation, and resilience, • Opportunities for chartered financial qualifications, • Career advancement and geographical mobility, • Competitive commission-based bonuses, • Comprehensive training programs for individuals and teams, • Access to client and employee engagement events Applicants must have at least three (3) years' client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g., CISI, CII, or equivalent). This is a performance-driven, client-facing role focused on relationship development and growth. Expat opportunity. This role is open to UK-qualified financial advisors (DipPFS, CISI Level 4, CFP) seeking international experience. Remote work options available depending on regulatory jurisdiction. UK-recognised financial advisory qualifications (DipPFS, CISI Level 4, CFP or equivalent). #J-18808-Ljbffr