PRIVATE CLIENT ADVISOR

Confidential

📍 marbella, andalucía, Spain

Full-time Finanzas

Job Description

Your Role in Their Bigger Plans

Our client takes pride in being truly different, with a clear focus on delivering high-quality, trusted advice in the best interests of their clients. They seek candidates who share this ethos and can help maintain their reputation for excellence.

Qualification Requirements

  • Achieved or working towards financial qualifications relevant to your jurisdiction.
  • Ideally Level 4 qualifications or Diploma equivalent, aligning with UK industry benchmarks.
  • Based in Spain or holding a Spanish NIE card with legal residence.

Areas of Advisory

Depending On Client Requirements, You May Provide Guidance In

  • Private Client Investments
  • Pensions and Retirement Planning
  • Tax Planning
  • Mortgages
  • Protection Arrangements

Other Required Skills

  • Solutions-oriented with creative problem-solving ability.
  • Highly organi...
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