Wealth Manager - Spain

As a leading organization in their sector with offices in the UK and across the globe, our client has developed a unique advice proposition, leading to a significant increase in client demand as they expand their presence in Europe.

Role: Financial Planner in Europe

You will work alongside the Director of the European business, providing face-to-face advice to clients across Europe on medium to long-term financial objectives.

Your responsibilities include offering advice in areas such as Lump Sum Investment, Retirement Planning, Life Insurance, and Estate Tax Planning.

Desired Skills & Experience

• Proven track record in Advisory / Relationship Management within a financial services organization (bank, brokerage, or IFA).
• Level 4 RDR UK Diploma (or equivalent); Chartered status preferred.
• Transferable AUM and active client base.
• Proactive, entrepreneurial attitude with a history of generating new business ...