Financial Advisor (Comunidad de Madrid)

Full-time Finanzas

France, Spain, Portugal, Malta, Cyprus and Monaco.

We are thrilled to be collaborating with a leading tax and wealth management group renowned for its exceptional tailored-made services for British expatriates living in France, Spain, Portugal, Malta and Cyprus. With 22 offices across 9 regions and plans of mass expansion across Europe, they are actively looking to increase their team of wealth managers and financial advisors. A developed portfolio will also be given to get you started immediately.

Key Responsibilities / Tasks

• Work with ‘retired’ British demographic in France, Spain, Portugal, Malta, Cyprus and Monaco.
• Develop and manage personalized financial plans.
• Advise on tax-efficient investment strategies.
• Ensure compliance with UK and local tax laws.
• Provide tailored investment advice based on risk tolerance and goals.
• Conduct regular financial reviews and updates.
• Provide performance report...