Financial Planner
Job Title: Financial Planner
Location: Marbella
Salary: €60,000 + Bonus
Reference Number: 8353
Ever considered relocating to Spain but your career in the UK is holding you back?
This is a dilemma a lot of Financial Advisers face and therefore put off making this move a reality until retirement, however, this doesn’t have to be the case.
We are working with the leading Tax and Wealth Management company for UK ex-pats in Europe who have an opportunity for a Financial Planner to join their team in Marbella, Spain.
The role will be focused on managing an existing portfolio of High Net Worth clients and developing new clients, providing financial advice on their complex wealth matters, and working in unison with the regional tax advisers.
Their adviser support is excellent, with both local and centralized back-office teams taking care of all administration, paraplanning, and compliance.
They are looking for an enthusiastic and self-sufficient Financial Planner who has a genuine desire to relocate to Europe.
What’s in it for you?
- Salary of €60,000 + Bonuses
- High Net Worth Clients
- Attractive benefits package including Pension, DIS, PHC, PMI
- Full technical back-office support
- Progression into a Partner role
- Relocation costs covered
- Visa to work in Spain
Skills and experience required:
- UK Regulated Level 4 Financial Planning Qualification (CII, LIBF or CISI)
- Experience advising UK High Net Worth private clients
- Strong technical knowledge around IHT and Pensions planning
- Genuine desire to relocate and work in Spain