FINANCIAL ADVISOR CYPRUS

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Company Overview
Our client is a renowned financial advice company with over 25 years of experience serving the community. Fully regulated under IDD & MiFID, they operate across the EU. Their commitment to independent and ethical financial services has established their reputation as one of the most respected firms in Cyprus.

Role Overview
As a Financial Advisor, you will provide comprehensive financial advisory services, adhering to regulatory standards and company policies. The role offers a competitive salary, career growth opportunities, and potential progression to a self-employed advisory position.

Responsibilities

1. Contact clients and arrange meetings in-office or at clients’ homes/business premises.
2. Conduct in-depth financial reviews to assess clients’ financial status, goals, and risk tolerance.
3. Produce financial reports.
4. Develop tailored financial strategies and plans.
5. Communicate complex financial concepts clearly to clients.
6. Maintain ongoing client relationships for support and updates.
7. Stay updated on industry trends, regulations, and new financial products.
8. Collaborate with estate agents, solicitors, and accountants for holistic solutions.
9. Meet or exceed revenue targets and performance metrics.
10. Ensure compliance with regulatory requirements and disclosure obligations.
11. Participate in ongoing training and professional development.
12. Inform clients about new financial products or legislative changes.
13. Maintain necessary qualifications and complete CPD.

Requirements

1. Qualified to at least level 4: UK DipPFS/Cyprus CySEC Advanced or equivalent.
2. Minimum 2 years of financial sales experience.
3. Proven success in meeting sales targets and client satisfaction.
4. Interest in providing long-term, ethical services.
5. Career-oriented attitude.
6. Willingness to relocate or work remotely.

Skills

1. Excellent interpersonal and relationship-building skills.
2. Ability to explain complex information simply.
3. Strong analytical and problem-solving skills.
4. Networking and relationship skills.
5. Strong communication, negotiation, and presentation skills.
6. Determination, tenacity, and time management.
7. Customer service focus.
8. Self-motivation and initiative.
9. Good numeracy and IT skills.
10. Decision-making ability.
11. Discretion and confidentiality awareness.
12. Professional and ethical approach, prioritizing clients’ interests.

Benefits

1. Starting salary €25,000–€35,000, with on-target earnings up to €100,000 based on qualifications and experience.
2. Performance incentives and bonuses.
3. Career progression opportunities.
4. Comprehensive training and development.
5. Potential to become self-employed after a period.
6. Flexible work arrangements, including remote options.
7. Access to diverse financial products and tools.
8. Supportive, collaborative environment.

Join our client as a Salaried Financial Consultant to positively impact clients’ financial well-being and achieve your professional goals.

Note: This role is suitable for experienced UK investment advisory candidates, primarily serving EU and UK expatriates. A minimum of 2 years in wealth management sales is required. This is a client-facing, sales-driven role; candidates from accounting, auditing, or financial management backgrounds are not suitable. Only apply if you meet the investment advisory sales experience requirement.

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