International Financial Advisor Cyprus

2 weeks ago

London, Greater London, United Kingdom Prestige IFA jobs Full time

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 selfemployed advisory position.

Responsibilities:

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

Qualifications :

Requirements:

  1. Qualified to level 4 minimum: UK DipPFS/Cyprus CySEC Advanced or equivalent.
  2. Minimum 2 years of financial sales experience.
  3. Proven track record of success in meeting or exceeding sales targets and client satisfaction metrics.
  4. Interest in providing longterm ethical services.
  5. Careerminded attitude.
  6. Willingness to relocate or work remotely as needed.

Additional Information :

Skills:

  1. Excellent interpersonal skills and the ability to build and maintain relationships with clients.
  2. The capability to explain complex information simply and clearly.
  3. Strong analytical and problemsolving abilities.
  4. The ability to network and establish relationships with clients.
  5. Strong communication negotiation and presentation skills.
  6. Determination and tenacity.
  7. Time management and organizational skills.
  8. Customer service orientation.
  9. Selfmotivation and initiative.
  10. Good numeracy and IT skills.
  11. Decisionmaking skills.
  12. Discretion and an understanding of the need for client confidentiality.
  13. An ethical and professional approach to work with a commitment to putting clients interests first.

Benefits:

  • Competitive salary commensurate with qualifications and experience.
  • Performancebased incentives and bonuses.
  • Opportunities for career progression and advancement within the company.
  • Comprehensive training and development programs.
  • Potential to transition to a selfemployed 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 wellbeing 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.

Remote Work :

No

Employment Type :

Fulltime

Key Skills
Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Investment Experience,Military Experience,Securities Law,Customer relationship management,Financial Planning,Wills
Vacancy: 1

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