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International Financial Advisor – Paphos, Cyprus

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Description

Day-to-day accountabilities

  • Provide comprehensive financial advisory services covering investments, pensions, and wealth planning
  • Develop trusted client relationships through proactive communication and high-quality service
  • Undertake detailed fact-finding sessions to understand clients’ financial circumstances and objectives
  • Construct tailored financial plans that address both short-term needs and long-term goals
  • Offer expert advice on cross-border tax planning, international investments, and wealth structuring
  • Guide clients through UK pension transfer options, QROPS, and expatriate financial planning
  • Operate within all regulatory requirements and maintain meticulous compliance records
  • Hold a recognised UK financial planning qualification (DipPFS, CISI Level 4, CFP or similar)
  • Proven track record of 2-3 years in a client-facing advisory capacity
  • Deep knowledge of investment markets, pension legislation, and wealth management
  • First-class communication skills and ability to build rapport with clients
  • Experience advising international or expatriate clients is advantageous
  • Commitment to maintaining high professional standards and regulatory compliance

Package and support

  • Attractive uncapped commission-based remuneration
  • Ongoing training and professional development opportunities
  • Relocation package and visa sponsorship for overseas candidates
  • Build and manage a diverse international client network
  • Dedicated back-office and compliance infrastructure
  • Long-term career growth prospects in a thriving international firm

About Limassol, Cyprus

Limassol offers a dynamic business environment with a well-established expatriate population and high quality of life. The city combines modern amenities with a competitive tax framework and excellent professional networking within the international financial community.

Please note: This position would typically suit experienced UK CISI / CII level 4 qualified investment advisory candidates as most of the consumers served by my client are typical EU and UK expatriates. A minimum of three (3) years experience working in a UK 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 for RDR UK qualified IFA’s. Please only apply if you have the relevant industry experience.

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