We are looking for wealth managers and financial advisors to serve the retired British demographic in France, Spain, Portugal, Malta, Cyprus and Monaco.
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 reports and status updates.
- Advise on financial implications of residency options.
- Navigate financial aspects of relocating and living abroad.
- Collaborate with local financial, tax, and legal experts.
- Facilitate introductions to trusted local service providers.
Who We're Looking For