Financial Advisor Cyprus

• - commensurate with qualifications and experience. € / Year
• Salary: - commensurate with qualifications and experience.

Our new client is a renowned financial advice company with over 25 years of experience serving the community. They are fully regulated under IDD & MiFID with permissions to operate across the EU. Their commitment to providing independent and ethical financial services has earned them a reputation as one of the oldest and most respected firms in Cyprus.

Role Overview:

As a Financial Advisor with them, you will be responsible for providing comprehensive financial advisory services to clients while adhering to regulatory standards and company policies. This role offers a competitive salary, opportunities for career advancement, and the potential for progression to a self-employed advisory position.

Responsibilities:

• Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises.
• Conducting in-depth financial reviews and analyses for clients to assess their current financial situation, goals, and risk tolerance.
• Developing customized financial strategies and plans tailored to meet the individual needs and objectives of clients.
• Communicating complex financial concepts and recommendations to clients in a clear, concise, and understandable manner.
• Maintaining ongoing relationships with clients to provide ongoing support, guidance, and updates on their financial matters.
• Keeping abreast of industry trends, regulatory changes, and new financial products to ensure the delivery of relevant and up-to-date advice.
• Collaborating with other professionals, such as estate agents, solicitors, and accountants, to provide holistic financial solutions for clients.
• Meeting or exceeding revenue targets and performance metrics set by the company.
• Ensuring compliance with regulatory requirements, including disclosure obligations, costs of services provided, and recommended products.
• Participating in ongoing training and professional development activities to enhance knowledge and skills.
• Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments.
• Meeting the regulatory aspects of the role, including requirements for disclosure, costs of the services provided, and advised products.
• Maintaining suitable qualifications and completing Continuing Professional Development (CPD).

Requirements:

• Qualified to level 4 minimum: UK DipPFS/Cyprus CySEC Advanced or equivalent.
• Minimum 2 years of financial sales experience.
• Proven track record of success in meeting or exceeding sales targets and client satisfaction metrics.
• Interest in providing long-term, ethical services.
• Career-minded attitude.
• Willingness to relocate or work remotely as needed.

Skills:

• Excellent interpersonal skills and the ability to build and maintain relationships with clients.
• The capability to explain complex information simply and clearly.
• Strong analytical and problem-solving abilities.
• The ability to network and establish relationships with clients.
• Strong communication, negotiation, and presentation skills.
• Determination and tenacity.
• Time management and organizational skills.
• Self-motivation and initiative.
• Good numeracy and IT skills.
• Discretion and an understanding of the need for client confidentiality.
• An ethical and professional approach to work, with a commitment to putting clients' interests first.
• Our client would be looking at a starting salary in the region of €25 - 35,000 with on target being up to €100,000, commensurate with qualifications and experience.
• Performance-based incentives and bonuses.
• Opportunities for career progression and advancement within the company.
• Comprehensive training and development programs.
• Potential to transition to a self-employed advisory position after a suitable period.
• Flexible work arrangements, including remote work options.
• Access to a wide range of financial products and tools to support client solutions.
• Supportive and collaborative work environment.

Join our client and embark on a rewarding career as a Salaried Financial Consultant, where you can make a positive impact on clients' financial well-being and achieve your professional goals.

Please note: This position would typically suit experienced UK investment advisory candidates as most of the consumers served by my client are typical EU and UK expatriates. A minimum of 2 years experience working in the 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. Please only apply if you have the required investment advisory sales experience.

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