Financial Planner (Spain, France, Portugal) in England

Job description

Job Title: Financial Planner

Location: France, Spain & Portugal

Salary: €60,000 + Bonus

Reference Number: 9666

We have an exciting and unique opportunity for a UK-based Financial Planner who has a desire to relocate to Europe.

We are working with the leading Tax and Wealth Management company for UK ex-pats who are hiring for a Financial Planner across their European offices.

In France alone, they operate along the beautiful coasts in areas such as:

Béziers

Saint-Jean (Toulouse)

Annecy

Bordeaux

Niort

Cesson-Sévigné

Their Portuguese offices, offer beautiful sites and culture around:

Cascais

Loulé (Algarve)

Another choice, includes the most famous British tourist's location, Spain:

Benijófar (Alicante)

Javea (Valencia)

La Cala de Mijas (Málaga)

Madrid

Marbella (Málaga)

Nerja (Málaga)

Tenerife (Canary Islands)

The role will be focused on managing an existing portfolio of clients, providing ongoing financial advice on their complex wealth matters, working in unison with the regional tax advisers. Although predominantly a servicing role, there will be an element of new business through existing clients’ referrals and other lead sources.

They offer excellent adviser support, with both local and centralised back-office teams to take care of all administration, paraplanning and compliance.

They are looking for an enthusiastic and self-sufficient Financial Planner who has a genuine desire to emigrate abroad.

What’s in it for you?

• Salary of €60,000 + Bonus
• Attractive benefits package including Pension, DIS, PHC, PMI
• Full technical back-office support
• Progression into a Partner role
• Relocation costs covered

Skills and experience required:

• UK Regulated Financial Planning Qualification (CII Level 6 preferably, Level 4 Minimum)
• Experience advising UK private clients
• Strong technical knowledge of IHT and pension planning
• Genuine desire to relocate and work abroad

Please get in touch or apply online to find out more about this opportunity.

Extra information

Status

Closed

Education Level

Secondary School

Location

England

Type of Contract

Part-time jobs

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English