Wealth Manager – Spain

Key Responsibilities

• Provide expert financial advice aligned with each client’s financial goals and objectives
• Conduct in-depth financial assessments and develop tailored financial plans
• Advise on investment strategies, retirement planning, estate planning, and tax optimisation
• Generate new business through networking, referrals, and marketing initiatives
• Build and maintain strong, long-term client relationships
• Stay informed on industry developments, regulatory changes, and best practices

• Proven experience as an Independent Financial Advisor or in a client-facing financial services sales role
• Strong knowledge of financial planning principles, investment products, and regulatory frameworks
• Relevant certifications such as CII levelk 4,  CFP, CFA, or equivalent are advantageous

Skills & Attributes

• Excellent communication and interpersonal skills
• Strong analytical and problem-solving abilities
• Ability to work independently while maintaining a high level of professionalism
• Fluency in English is essential; additional languages such as Spanish, German, or French are beneficial

Additional Information

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 relationship development, delivering tailored financial advice, and achieving long-term growth.

Apply Now

If you are an experienced advisor looking to grow your career in a dynamic, expatriate-focused environment on the Costa del Sol, this is an excellent opportunity to join a firm committed to excellence and client success.