Location and Engagement Style
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.
Engagement: Hybrid European Remote / UK-based coverage (GB candidate search) with physical office support in Malaga and Madrid, Spain.
Our client represents a leading fully regulated European wealth advisory house. We are officially hiring an Expatriate Wealth Advisor to support the thousands of high-earning British retirees, business owners, and remote corporate expats living under the Spanish tax framework. This role is hybrid-remote.
About the Role
Advising expatriates in Spain requires highly specific advice regarding Spanish Tax-Compliant Wealth Bonds, the Beckham Law tax exemptions, pension restructuring (SIPP transfers), and euro-sterling currency management.
Key Responsibilities
• Provide secure digital consultations with Spain-based expats, conducting portfolio performance reviews.
• Structure Spanish-compliant offshore investment wrappers to protect client assets from aggressive local tax.
Advisor Requirements
• Credentials: Valid Level 4 UK financial planning qualification (DipPFS, CISI, or CII).
• Experience: Minimum of 2 years (24 months) client-advising history.
Apply Now
Expand your financial advisory horizons. Submit your CV and Level 4 credentials today.
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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