Authorised and regulated by the Insurance and Pension Funds Supervisory Authority in Portugal (ASF) with registration number 607124296 and subject to limited regulation by the United Kingdom Financial Conduct Authority (FCA) number 825539 under the TPR rules
At Callaghan Financial Services, we’re building one of Europe’s most trusted and dynamic financial advisory firms. We specialise in QROPS, retirement planning, and cross border financial solutions, helping clients protect and grow their wealth, wherever life takes them.
We’re expanding across Spain, the UK, Malta, and beyond, and we’re looking for ambitious professionals to join our team.
Whether you’re an experienced adviser, a results-driven salesperson, or a detail focused administrator, this could be your opportunity to build a career with international reach, professional growth, and a lifestyle you’ll love.
Why Work With Us?
Global Reach, Local Expertise. Work with clients across Europe and gain valuable experience in international finance especially for expatriates and high-net-worth individuals.
Flexible Working Options
Choose remote, office based, or hybrid working arrangements to suit your lifestyle and productivity.
Competitive Packages
Enjoy attractive commission structures, performance bonuses, and clear pathways to career progression.
Ongoing Professional Development
Stay ahead with regular training, market insights, and regulatory updates to keep your skills sharp.
Current Opportunities
1. Financial Advisers We seek advisers with strong knowledge of investments, pension transfers, and tax efficient strategies. Experience with QROPS, SIPPs, and offshore investments is ideal.
Responsibilities:
Conduct detailed financial reviews
Provide tailored, client first advice
Maintain long term client relationships
Stay current on tax and pension legislation
Meet sales and service targets
2. Sales Professionals If you have a background in telesales, lead generation, or client onboarding, we’d like to hear from you.
Responsibilities:
Contact and qualify prospective clients
Convert marketing leads into appointments
Maintain accurate CRM records
Work towards monthly sales targets
Languages: English essential; Spanish, French, or German a plus.
3. Financial Services Administrators Join our operations team and help keep client services running smoothly.
Responsibilities:
Process client applications and paperwork
Coordinate with providers and partners
Assist advisers with research and reports
Maintain compliance with internal and regulatory standards
Training provided for candidates with strong organisational skills.
Who We’re Looking For
Across all roles, we seek professionals who are:
Self motivated and results oriented
Reliable, punctual, and professional
Excellent communicators (written & verbal)
Able to work independently and collaboratively
Passionate about delivering real value to clients
Work Where Others Holiday
With offices and clients across Costa Blanca, Costa del Sol, the Balearic Islands, and the Canary Islands, your career with us could mean:
Flexible hours and remote working
Meeting clients in stunning Mediterranean settings
Combining professional achievement with a world class lifestyle
Apply Today
Send your CV and a short cover letter stating which position you’re applying for.
Disclaimer: All positions are subject to eligibility, right to work in relevant countries, and internal review. Information correct at the time of publication.
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