Location
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 Spain Offshore 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.
Apply for This Position
If you are a qualified Financial Advisor Spain Offshore seeking a new challenge in Madrid, Spain, the client welcomes your application. Please submit your CV and a brief cover letter detailing your relevant experience and qualifications.
Applicants should have a minimum of three (3) years’ client-facing experience in wealth management or life insurance advisory, along with recognised investment qualifications (e.g. CISI, CII, or equivalent).
This is a performance-driven, client-facing role focused on delivering high-quality advice, building lasting client relationships, and supporting long-term financial planning objectives.
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