UK Financial Advisors: This international opportunity is specifically designed for UK-qualified financial advisors (DipPFS, CISI Level 4, CFP) looking to relocate and build a global client base.
An exciting opportunity is available for an experienced UK Financial Advisor to join a growing team in Spain, providing Financial Planning and Wealth Management services to clients globally. On-target earnings in excess of £200k, supported by an existing advisor network.
Role Overview
• Diploma Level 4 Qualified Financial Advisor with minimum 2 years’ experience
• Commission-based role with an existing client bank provided
• Access to ongoing leads and lead generation support
• Back-office support including paraplanning and administration
• Conduct fact-find meetings with new and existing clients
• Prepare financial plans to help clients achieve their financial goals
• Advise clients on investments, pensions, and financial strategies
• Build and maintain strong client relationships
• Generate new business and develop introducer relationships
• Manage your own diary and client appointments
• Utilize market-leading IT systems
Requirements
• Diploma Level 4 Qualified UK Financial Advisor
• Minimum 2 years’ experience as a Financial Advisor
• Proven experience advising on Investments and Pensions
• Track record of success and achievement
• Experience managing and growing client relationships
• Highly motivated, driven, and results-oriented
Unique Selling Points
• Flights, accommodation, leads, and coordinator support provided for selected individuals
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.
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