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 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

What’s 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.