International Financial Advisor – Paphos, Cyprus
О вакансии
Day-to-day accountabilities
Provide comprehensive financial advisory services covering investments, pensions, and wealth planning
Develop trusted client relationships through proactive communication and high-quality service
Undertake detailed fact-finding sessions to understand clients’ financial circumstances and objectives
Construct tailored financial plans that address both short-term needs and long-term goals
Offer expert advice on cross-border tax planning, international investments, and wealth structuring
Guide clients through UK pension transfer options, QROPS, and expatriate financial planning
Operate within all regulatory requirements and maintain meticulous compliance records
Hold a recognised UK financial planning qualification (DipPFS, CISI Level 4, CFP or similar)
Proven track record of 2-3 years in a client-facing advisory capacity
Deep knowledge of investment markets, pension legislation, and wealth management
First-class communication skills and ability to build rapport with clients
Experience advising international or expatriate clients is advantageous
Commitment to maintaining high professional standards and regulatory compliance
Package and support
Attractive uncapped commission-based remuneration
Ongoing training and professional development opportunities
Relocation package and visa sponsorship for overseas candidates
Build and manage a diverse international client network
Dedicated back-office and compliance infrastructure
Long-term career growth prospects in a thriving international firm
About Limassol, Cyprus
Limassol offers a dynamic business environment with a well-established expatriate population and high quality of life. The city combines modern amenities with a competitive tax framework and excellent professional networking within the international financial community.
Please note: This position would typically suit experienced UK CISI / CII level 4 qualified investment advisory candidates as most of the consumers served by my client are typical EU and UK expatriates. A minimum of three (3) years experience working in a UK wealth management business is a requirement. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession for RDR UK qualified IFA’s. Please only apply if you have the relevant industry experience.
Our client is a privately owned international wealth management firm with a long-standing presence across Europe. Due to sustained demand and continued expansion, they are seeking self-employed, Level 4+ qualified International Financial Advisers to join their advisory network. …
Как откликнуться
Вакансия взята с карьерной страницы работодателя. Откликайтесь кнопкой на этой странице: она откроет форму работодателя. CyprusJobs.eu не получает отклики на эту вакансию.
Day-to-day accountabilities
Provide comprehensive financial advisory services covering investments, pensions, and wealth planning
Develop trusted client relationships through proactive communication and high-quality service
Undertake detailed fact-finding sessions to understand clients’ financial circumstances and objectives
Construct tailored financial plans that address both short-term needs and long-term goals
Offer expert advice on cross-border tax planning, international investments, and wealth structuring
Guide clients through UK pension transfer options, QROPS, and expatriate financial planning
Operate within all regulatory requirements and maintain meticulous compliance records
Hold a recognised UK financial planning qualification (DipPFS, CISI Level 4, CFP or similar)
Proven track record of 2-3 years in a client-facing advisory capacity
Deep knowledge of investment markets, pension legislation, and wealth management
First-class communication skills and ability to build rapport with clients
Experience advising international or expatriate clients is advantageous
Commitment to maintaining high professional standards and regulatory compliance
Package and support
Attractive uncapped commission-based remuneration
Ongoing training and professional development opportunities
Relocation package and visa sponsorship for overseas candidates
Build and manage a diverse international client network
Dedicated back-office and compliance infrastructure
Long-term career growth prospects in a thriving international firm
About Limassol, Cyprus
Limassol offers a dynamic business environment with a well-established expatriate population and high quality of life. The city combines modern amenities with a competitive tax framework and excellent professional networking within the international financial community.
Please note: This position would typically suit experienced UK CISI / CII level 4 qualified investment advisory candidates as most of the consumers served by my client are typical EU and UK expatriates. A minimum of three (3) years experience working in a UK wealth management business is a requirement. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession for RDR UK qualified IFA’s. Please only apply if you have the relevant industry experience.
Our client is a privately owned international wealth management firm with a long-standing presence across Europe. Due to sustained demand and continued expansion, they are seeking self-employed, Level 4+ qualified International Financial Advisers to join their advisory network. …
О работодателе
Вакансия взята с карьерной страницы Prestige IFA jobs. Откликайтесь на их сайте: CyprusJobs.eu не получает ваш отклик на эту вакансию.
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Детали вакансии
- Зарплата
- Зарплату уточняйте у работодателя
- Город
- Никосия
- Тип занятости
- Полная занятость
- Сфера
- Офис и администрирование
- Языки
- Английский
- Жильё
- Не указано
- Опыт
- Не указано
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