Financial Advisor Spain

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My client based in Mijas Spain is a very reputable financial planning and investment management company. They  specialise in helping expat professionals, and provide global financial solutions for those with a global lifestyle. They pride ourselves on the quality of advice delivered by highly qualified and exceptional individuals.

What makes them different?

Not all offshore financial planning firms are the same, and my client likes to think we do things differently. Their principle objective is to be the most trusted and client centric financial practitioner in the offshore market.


  • This position would ideally suit experienced UK financial advisors, or those with experience advising UK / EU expatriates
  • Proven working experience as a Financial adviser
  • Excellent in communication and client-relationship skills
  • Develop, lead and manage the sales organization to advise on financial products and solutions.
  • Provide the vision, inspiration and leadership necessary to drive commercial success
  • Organizational and will have time management skills
  • Will have the capability to build rapport with people from multiple nationalities, jobs and industries
  • Will have the capacity to adapt to a fast-paced environment
  • Focused approach to build business


  • Provide strategic advice across a variety of financial products and services
  • Assess client’s overall financial picture, understand their needs and develop a solid financial plan
  • Guide clients towards a profitable and secure financial decision
  • Keep abreast of new industry’s trends and research market to back up financial consulting=
  • Oversee the course of the financial plan and update it, if necessary, to ensure profits
  • Comply with all industry rules and regulations


  • Competitive Commission Structure
  • Incentive on Transferal of Existing Assets Under Management

Please note: This position would typically suit experienced and CISI / CII qualified UK investment advisory candidates as most of the consumers served by my client are typical EU and UK expatriates.  This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession.

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