Added: 2025-05-20 17:48.00
Updated: 2025-05-22 03:52.10

Wealth Manager - Spain

Navarre , Navarre, Spain

Type: n/a

Category: Finance & Accounting

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Requirements: English
Company: Independent Resourcing Consultancy Ltd
Region: Navarre , Navarre

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, engaging face-to-face with European-wide clients to advise on medium to long-term financial objectives.

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

Desired Skills & Experience

Why Join Us?

Whether you''re an experienced financial planner seeking a new challenge or a recent graduate, our client offers a unique opportunity in international wealth management, backed by a support network of compliance, training, back office, recruitment, tech, and marketing teams. Join us to build a future in some of the world''s most amazing places.

Regulation & Compliance

Our clients USP is their strong regulatory background, with licenses to operate in every jurisdiction where they have a physical presence. Their dedicated compliance team ensures ongoing adherence to regulatory standards and develops new terms of business with providers.

Operational Support & Business Development

Advisers are supported by a large operations team for smooth business processes. Business Development Managers introduce their proposition and are supported by a UK-based marketing team creating promotional materials and campaigns. The team ethos is strong, fostering camaraderie among advisers, BDMs, and staff.

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