Wealth Manager / IFA

PCC Wealth Main Logo

Position Summary

Calling all aspiring entrepreneurs located in and around Marbella.

We’re growing at PCC Wealth and we want to speak to YOU!

Want the freedom and earning potential a career in Wealth Management can give you, coupled with the support of our systems and amazing support teams?

This could be the opportunity for you!

Located in La Cala De Mijas, a short drive from Marbella, we’re a Wealth Management, Property and Legal advice company. We support expats and locals with anything to do with these topics. Our training and commitment to our team means we are able to offer the best possible advice to our clients – whether that’s for such issues as Inheritance Tax advice, buying and selling property or general legal advice to expats and locals.

The role of a Wealth Manager is very entrepreneurial. You’ll be responsible for attracting new clients and supporting existing ones, to ensure they receive exactly that – the best possible advice.

This role is commission-based, with huge earning potential.

Working as a Wealth Manager at PCC, your earnings will directly link to your performance – but we want to ensure you’re given the best possible chance to succeed in delivering top quality financial advice to our clients! We want individuals who are committed to learning – and will back your qualifications so you can be fulfilling your earning ambitions!

At PCC Wealth, we specialise in delivering bespoke financial solutions to help our clients achieve their financial goals. As part of our team, you’ll have the unique opportunity to build lasting relationships, make a real impact in people’s lives, and grow within a supportive and professional environment.

Contract Type: Self-Employed

Compensation: Commission

Location: La Cala De Mijas - Hybrid

Industry: Financial Services

At Private Client Consultancy, you’re not just joining a company; you’re becoming part of a community.
From our offices in Spain to remote positions across the globe, our people drive our success.

Visítanos en Glassdoor.

What You’ll Do

As a Wealth Manager, you’ll:

  • Build and manage lasting relationships with clients through regular financial reviews.
  • Deliver personalised financial solutions that include savings plans, investments, pensions, and inheritance planning.
  • Generate leads and referrals by attending networking events and creating opportunities.
  • Work with cutting-edge tools, including our CRM system, to track and manage client journeys.
  • Play a pivotal role in mentoring associates, contributing to team success and growth.

What You’ll Bring

We’re not just seeking qualifications – we’re seeking character:

  • Passionate professionals with a keen interest in finance and client service.
  • Individuals with excellent communication skills, capable of explaining financial concepts to clients with ease.
  • A positive attitude, strong work ethic, and an ability to thrive independently and within a team.
  • Experience in financial services is a plus, but we’re equally keen to hear from motivated newcomers ready to learn and grow.

What You’ll Need

  • Proficiency in Microsoft Office (Outlook, Excel, PowerPoint).
  • A willingness to network and create opportunities.
  • A UK Level 4 qualification or a commitment to achieving it.
  • A sense of humour and a professional approach to work!

Education

A UK Level 4 qualification or a commitment to achieving it.

What We Offer

🌟 Competitive Earnings: A performance-driven compensation package to reward your success.

📚 Full Training: Whether you’re experienced or new to the industry, we’ll provide the resources to excel.

💼 Career Advancement: Clear pathways to grow your career with us.

🌴 Stunning Locations: Live and work in the vibrant regions of Portugal or Spain.

Ready To Make An Impact?

Apply Now For: Wealth Manager / IFA

We’ve Moved Offices on 1st August 2025!

Private Client Consultancy is excited to announce that we have moved to a brand-new office space, designed to better serve our clients and reflect our continued growth.

Effective Date: Friday, 1st August 2025
New Address: Urb Jazmin De Miraflores, C. Jazmín, 2, Mijas Costa 29649, Malaga, Spain
Our phone numbers and email addresses remain unchanged.

All in-person meetings scheduled from 1st August onwards will take place at our new location. Please update your records accordingly.

We look forward to welcoming you to our new space!

Receive the latest news

Subscribe To Our Newsletter

Get notified about new articles, latest changes and much more