Private Client Adviser – Portugal

Key Responsibilities

• Guide clients through complex financial decisions with clear professional advice
• Develop meaningful relationships with clients through ongoing support and expert guidance
• Conduct detailed financial planning reviews and comprehensive client consultations
• Design and implement personalised wealth strategies for investment pension and protection
• Provide specialist advice on cross-border financial issues and international markets
• Assist with UK pension transfer analysis QROPS planning and tax-efficient investing
• Maintain rigorous compliance with regulatory standards and internal procedures

Qualifications :

Qualifications & Requirements

• Holds a relevant UK financial services qualification (DipPFS CISI Level 4 CFP or equivalent)
• Demonstrable experience of 2-3 years in a client-facing financial advisory role
• Sound knowledge of investment products pension arrangements and wealth planning
• Outstanding communication and interpersonal skills
• Experience working with cross-border or expatriate clients desired
• Strong commitment to professional development and regulatory best practice

Additional Information :

Whats on Offer

• Rewarding commission-based package with no cap on earnings
• Continuous training support and professional development programmes
• Relocation package and visa sponsorship for qualifying candidates
• Build a global client portfolio with international exposure
• Complete back-office and compliance support
• Excellent career progression opportunities in an expanding firm

About Porto Portugal

Porto has become a destination of choice for financial professionals offering a high quality of life modern infrastructure and a supportive tax environment. The expatriate community continues to grow providing strong networking and business development opportunities.

Apply for This Position

If you are a qualified financial professional seeking a new opportunity in Porto Portugal the client encourages you to apply. Please send your CV and a cover letter detailing your relevant experience.

Please note: Applicants should have at least three (3) years client-facing experience in wealth management or life insurance advisory with recognised investment qualifications (e.g. CISI CII or equivalent). This is a performance-driven client-facing role focused on relationship development and growth.

Remote Work :

No

Employment Type :

Full-time