Independent Financial Adviser

About the role

You will work with expatriate clients to provide tailored financial advice, helping them navigate complex financial landscapes and achieve their long-term objectives. The role offers flexibility, autonomy, and the opportunity to grow within a supportive and collaborative team.

What you'll do

• Provide expert financial advice tailored to individual client goals and circumstances
• Conduct detailed financial assessments and develop customised 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
• Use effective communication and emotional intelligence to understand and address client needs
• Follow up on leads, manage objections, and close new business opportunities
• Stay up to date with industry trends, regulatory changes, and best practices

What we're looking for

• Fluency in English is essential
• Proven experience as an Independent Financial Adviser with a strong track record
• In-depth knowledge of financial planning, investment products, and regulatory frameworks
• Sales-driven mindset with excellent communication and interpersonal skills
• Strong analytical ability and attention to detail
• Ability to work independently and maintain high levels of productivity
• Goal-oriented with a focus on exceeding client expectations and achieving targets

Nice to have

• Relevant certifications such as CII or CISI Level 4, CFP, CFA, or Series 7 are preferred
• Additional languages (Spanish, German, or French) are advantageous

What you'll get

• Unlimited earning potential through a commission-only structure
• Opportunities for professional development and career progression
• Supportive and collaborative working environment
• Culture focused on innovation, adaptability, and continuous learning

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 opportunity focused on relationship management, business development, and long-term career growth within an international financial advisory firm.

About the company & team

Our client is a well-established British financial advisory firm based in Marbella, Spain, specialising in delivering holistic financial planning solutions to expatriates across the EU and Switzerland.

This is an exciting opportunity for experienced advisers looking to work within a vibrant international environment while supporting a diverse and affluent client base.