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Headquartered in Marbella, our client is an international financial advice company with clients in over 100 countries.
They are leaders in providing fee based, transparent, qualified, and regulated financial planning advice to expatriates on retirement planning, pensions, tax efficient investments, savings plans and insurance.
In recognition of this, they were the Europe winner for Best Adviser Firm Established Under Three Years in the Investment Adviser Best Practice Awards 2020 and also won “Excellence in Digital Innovation” and Excellence in Professional Development” in 2021.
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Our brand new EU client strives to provide the best level of service in the industry which means having the right regulations, the right structure and the right people. With established and well run offices in Spain and Portugal, this client comes highly recommended.
They pride themselves on being truly different, their overarching aim is to give high quality, trusted advice that’s in the very best interests of their clients and to be trusted to deliver just that.
Any successful candidate wanting to work in Portugal will need to have achieved (or be working towards in a Trainee role) financial qualifications relevant to the jurisdiction they work in, ideally level 4 qualifications or Diploma equivalent to comply with our UK industry benchmark.
Our Dubai client is seeking an experienced client service adviser to join their growing Wealth Advice team in Dubai, UAE.
Within the Middle East, our client’s firm pioneers the delivery of comprehensive, holistic financial planning and evidence-based investment advisory services for HNW individuals, families, business owners. They assist clients in articulating meaningful goals and attaining those goals through actions and strategies consistent with their values.