Independent Financial Adviser – Spain

What is on the table

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.

How you will spend your time

• 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

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

Experience & Skills

• 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

Compensation & Benefits

• 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

Other terms

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.