Financial Consultant - Europe

Vacancies in Europe

Job reference: CYP-2405-10343

Short Description

We have employed, salaried vacancies for Financial Consultants in Europe. There is also a client bank to manage.

Job Detail

The Company

Founded in 1997, our Client is a fully regulated international wealth management firm that is headquartered in Cyprus (Limassol). They provide tailor made, global financial services to private clients, corporations and trust companies. Our Client has a dedicated advisory team, supported by client relationship managers, compliance and administration. They have employed vacancies for qualified, experienced, financial consultants to join their team. This is an opportunity to join a renowned financial advisory company for the long-term, with career progression for the future.

Our Client:

  • Is a very well established and highly respected firm in Cyprus offering international financial planning advice with over 25 years' experience in the industry.
  • Is authorised and regulated by CySEC (Cyprus), with permissions to operate across the EU under IDD and Mifid.
  • Is committed to providing independent and ethical financial services.
  • Has an Investment Committee made up of senior investment specialists.
  • Is focused on providing advice to fit clients' individual circumstances.
  • Adheres to regulatory standards and company policies.
  • Collaborates with other professionals including estate agents, solicitors and accountants to provide holistic financial solutions for clients.
  • Provides a supportive and collaborative work environment.

Candidate Profile. Candidates will:

  • Be Level 4 UK DipFS qualified/ Cyprus CySec Advanced or equivalent e.g. QFA.
  • Maintain suitable qualifications and complete CPD as required.
  • Ideally have some clients to transfer although this is not essential.
  • Have at least 2 years' financial services experience.
  • Have a proven track record of success in meeting or exceeding sales targets and client satisfaction metrics.
  • Be experienced in dealing with HNW clients and able to build clients through referrals and networking.
  • Be client focused, reliable, professional and ethical.
  • Be experienced meeting clients in person or online e.g. via Teams.
  • Be based in the EU or able to relocate to the EU.

Candidate Package includes:

  • Employed, salaried role, commensurate with experience and qualifications.
  • Performance based incentives and bonus.
  • An existing client bank to manage.
  • Support with lead generation through seminars, introductions and social media campaigns.
  • Flexible working with an office in Cyprus or the option to work remotely in the EU.
  • Comprehensive training and development programmes.
  • Full support with transferring clients (if you have AUM) to ensure minimum disruption.
  • Career progression opportunities.
  • Potential to progress into a self-employed consultant.
  • Exit strategy.
  • Visa - working visa costs covered, if required.


Other jobs in Europe

Middle East
7 Job Vacancies
12 Job Vacancies
14 Job Vacancies
8 Job Vacancies
2 Job Vacancies
11 Job Vacancies