💼 Full-Time Position

Private Client Adviser – Portugal

🏢
Confidential
📍 Braga, Braga, Portugal
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Location
Braga, Portugal
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Posted
June 19, 2026
⏰
Type
Full-Time
🎯

Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

Job Description

Job Description

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

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 advisor...