As part of continued international expansion, Prestige IFA is seeking experienced Financial Advisers to join the growing team in Portugal.
Work with internationally minded clients seeking long-term financial planning and wealth management solutions, with a strong focus on service, professionalism, and relationship-driven advice. Growth is creating opportunities for ambitious advisers looking to develop their careers within a supportive and forward-thinking environment.
Portugal offers an excellent lifestyle and has become one of Europe’s most attractive destinations for professionals and expatriates alike, making it an ideal location to build both a career and client network.
What is on offer:
We believe in supporting advisers with the tools, training, and environment needed to succeed long term.
Benefits Include
- Ongoing professional training and career development
- Supportive leadership focused on adviser progression and performance
- Access to mentoring and continuous learning opportunities
- Clear pathways for advancement within an international business
- Opportunities to pursue further industry-recognised qualifications
- Relocation potential across global office locations
- Competitive commission and performance-based earning structure
- Regular team events, networking opportunities, and company incentives
Key Responsibilities
- Develop and grow a private client portfolio through relationship-led business development
- Deliver tailored financial planning and wealth management solutions
- Build long-term relationships with clients through ongoing review and support
- Identify client objectives and recommend suitable financial strategies
- Grow assets under management through proactive client engagement
- Conduct detailed financial reviews and needs-based consultations
- Maintain awareness of market trends and economic developments relevant to clients
- Work collaboratively with internal teams to support business growth and client outcomes
Candidate Requirements
- Minimum of three years’ experience in a client-facing wealth management, financial advisory, or life insurance advisory role
- Recognised investment or financial planning qualifications such as CISI, CII, or equivalent
- Level 4 qualified or actively working towards completion
- Strong understanding of investment, pension, protection, or offshore financial products
- Experience working with high-net-worth or internationally focused clients is advantageous
- Excellent communication and relationship management skills
- Professional, ethical, and client-focused approach
- Strong commercial awareness and ability to work towards performance targets
- Self-motivated, resilient, and career-driven mindset
- Degree-level education in finance, business, economics, management, or related field preferred
Career Growth
This is an opportunity to join a growing international advisory business with long-term progression potential.
Successful advisers will benefit from:
- Access to international markets and clients
- Ongoing professional development support
- Opportunities to progress into leadership or senior advisory roles
- The ability to build and manage a sustainable long-term client portfolio
- High earning potential linked to performance and client retention
This is a client-facing, performance-driven role suited to ambitious professionals looking to grow within an established international financial services environment.
Job Type: Full-time
Pay: 24,000.00€ - 100,000.00€ per year
Ability to commute/relocate:
- Vila Nova de Gaia, Distrito do Porto: Reliably commute or planning to relocate before starting work (Required)
Application Question(s):
- Please share your LinkedIn profile URL, if you have one:
- Which country(ies) is your passport(s) from?
Experience:
- Wealth Management / financial Adivsory: 1 year (Required)
Language:
- English Professional (Required)
License/Certification:
- CISI level 4 DipPFS / DipFA / CFP Diploma preferred (Preferred)
Work Location: In person
