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 & 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 advisor...