Offshore Financial Advisor – Marbella, Spain
2 days ago
Marbella
Location: Madrid, Spain. This is an international expatriate opportunity for qualified financial advisors seeking to work with a global client base from a dynamic overseas market. Habilidades, experiencia, cualificaciones... Si tiene el perfil adecuado para esta oportunidad, asegúrese de inscribirse hoy mismo. About the Role Our client, a well-regarded financial services firm in Madrid, Spain, is looking for a motivated Financial Advisor to join their team. This role involves offering tailored financial advice and wealth management strategies to a wide range of international and expatriate clients. Madrid offers an attractive environment for financial professionals seeking cross-border career development. Key Responsibilities • Deliver professional financial advice and bespoke wealth management solutions to clients, • Build and sustain long-term client relationships through exceptional service standards, • Conduct thorough financial reviews and comprehensive fact-finding discussions, • Develop customised financial plans addressing investments, pensions, and protection needs, • Provide guidance on cross-border financial planning and international investment opportunities, • Assist clients with UK pension transfers, QROPS arrangements, and expatriate tax strategy, • Maintain full compliance with all relevant regulatory frameworks and industry standardsQualifications & Requirements, • UK-recognised financial advisory qualifications (DipPFS, CISI Level 4, CFP or equivalent), • Minimum 2-3 years of client-facing experience in wealth management or financial advisory, • Strong knowledge of investments, pensions, and wealth management strategies, • Excellent communication and relationship management skills, • Experience working with expatriate or cross-border clients preferred, • Commitment to professional development and regulatory complianceWhat’s on Offer, • Competitive commission-based earnings with uncapped potential, • Professional development and ongoing training support, • Relocation support and visa sponsorship for successful international candidates, • Opportunity to build a global client portfolio, • Full back-office and compliance support, • Career progression opportunities within a growing international firmAbout Madrid, Spain Madrid is a thriving financial centre with a growing expatriate community and excellent quality of life. xqziphu The city offers a modern infrastructure, competitive tax environment, and outstanding professional networking opportunities within the international financial services sector. #J-18808-Ljbffr