Private Client Adviser – Portugal

Our client is recruiting an experienced Private Client Advisor Porto Portugal to join their established team in Porto, Portugal. This position focuses on delivering comprehensive financial planning and wealth management services to a diverse international client base, including expatriates and high-net-worth individuals. The successful candidate will thrive in Porto’s dynamic financial landscape and growing cross-border wealth management sector.

Location: Porto, Portugal. This is an international expatriate opportunity for qualified financial advisors seeking to work with a global client base from a dynamic overseas market.

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.