Offshore Financial Advisor – Marbella, Spain
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.
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 standards
Qualifications & 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 compliance
What’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 firm
About Madrid, Spain
Madrid is a thriving financial centre with a growing expatriate community and excellent quality of life. The city offers a modern infrastructure, competitive tax environment, and outstanding professional networking opportunities within the international financial services sector.
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