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Independent Financial Advisor - Cyprus

Remote: 
Full Remote
Contract: 
Full time
Experience: 
Senior (5-10 years)
Work from: 
Cyprus

Offer summary

Qualifications:

Minimum 5 years as a Financial Advisor, CFP, CFA or relevant certifications, Transferable client base and AUM.

Key responsabilities:

  • Cultivate client relationships and provide advice
  • Conduct comprehensive financial assessments
  • Develop tailored financial plans
  • Monitor clients' progress and adapt strategies
  • Stay current with industry trends and regulations
Independent Resourcing Consultancy logo
Independent Resourcing Consultancy Human Resources, Staffing & Recruiting Startup https://www.ircfs.com/
11 - 50 Employees
About Independent Resourcing Consultancy
IRC has been formed due to a passion for people and helping shape their careers.As a resourcing consultancy, we specialise in working alongside Financial Services organisations from the UK to the Middle East to support staffing levels and indeed business goals.We hold a significant portfolio of qualified candidates actively looking for opportunities. We advertise throughout social media channels and are still actively using trade press and regional newspapers in addition to maintaining an effective web presence.Many of the candidates who contact us do so through the powerful and most telling medium of word-of-mouth. Our success attracts both clients and candidates, and we are always aware that our company depends on us delivering successful affordable solutions for all those who use our recruitment services. We appreciate that your time is precious, and so have created an easy to use online Register a Vacancy which enables you to alert us of your vacancy 24/7 so we can hunt for your ideal professional quickly and efficiently. Our reputation is everything to us as a company, and we know that our success is built on our ability to deliver results for you and for the candidates who seek new career moves.
See more Independent Resourcing Consultancy offers

Job description

Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Cyprus

We are representing an International leading Wealth Management firm in Cyprus, seeking an experienced and qualified Independent Financial Advisor to join their team.

As an Independent Financial Advisor, you will provide expert financial advice to clients, assisting them in achieving their financial objectives and securing their financial futures.

Requirements:

- Minimum of 5 years of experience as a Financial Advisor in the wealth management industry.

- Industry-leading qualifications such as CFP, CFA, or other relevant certifications.

- Transferable client base and AUM.

- Excellent communication and interpersonal skills.

- Strong analytical and problem-solving abilities.

- Ability to work independently and as part of a team.

Responsibilities:

- Cultivate and maintain relationships with clients, delivering expert financial advice and guidance.

- Conduct comprehensive financial assessments of clients' present financial situations and future goals.

- Develop and implement tailored financial plans for clients, encompassing investment, retirement, and tax planning strategies.

- Monitor clients' financial progress and adapt plans as needed.

- Stay current with industry trends and regulations to ensure compliance and deliver the best possible service to clients.

We offer a competitive package and a supportive, collaborative work environment. If you meet the aforementioned criteria and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.

Required profile

Experience

Level of experience: Senior (5-10 years)
Industry :
Human Resources, Staffing & Recruiting
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

Wealth ManagementTax PlanningRetirement PlanningInvestment DecisionsFinancial Needs AssessmentCustomer Relationship ManagementInvestment Advisory

Other Skills

  • Verbal Communication Skills
  • Problem Solving
  • Social Skills
  • Teamwork
  • Analytical Thinking
Are you interested?

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