Wealth Manager - Spain
Independent Resourcing Consultancy Ltd • málaga, kingdom of spain • Posted June 07, 2026
About the Role
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.
Se anima a todos los posibles solicitantes a que se desplacen y lean la descripción completa del puesto antes de presentar su candidatura.
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...
Se anima a todos los posibles solicitantes a que se desplacen y lean la descripción completa del puesto antes de presentar su candidatura.
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...