Financial Advisor

icon Limassol
icon Banking & Finance
JOB DESCRIPTION

Ref#7741

 

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GRS Recruitment is working with a well-established, fully regulated financial advice company who are searching for a highly skilled Financial Advisor to join a dynamic team in Limassol. As a Financial Advisor, you will be responsible for providing comprehensive financial advisory services to clients while adhering to regulatory standards and company policies. If you have the determination and tenacity to make a positive impact on clients' financial well-being and achieve your professional goals, then reach out to Alex Evangelides at GRS Recruitment. For more information, please see below.
 
MAIN DUTIES AND RESPONSIBILITIES
  • Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises.
  • Conducting in-depth financial reviews and analyses for clients to assess their current financial situation, goals, and risk tolerance.
  • Producing financial reports.
  • Developing customized financial strategies and plans tailored to meet the individual needs and objectives of clients.
  • Communicating complex financial concepts and recommendations to clients in a clear, concise, and understandable manner.
  • Maintaining ongoing relationships with clients to provide ongoing support, guidance, and updates on their financial matters.
  • Keeping abreast of industry trends, regulatory changes, and new financial products to ensure the delivery of relevant and up-to-date advice.
  • Collaborating with other professionals, such as estate agents, solicitors, and accountants, to provide holistic financial solutions for clients.
  • Meeting or exceeding revenue targets and performance metrics set by the company.
  • Ensuring compliance with regulatory requirements, including disclosure obligations, costs of services provided, and recommended products.
  • Participating in ongoing training and professional development activities to enhance knowledge and skills.
  • Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments.
  • Meeting the regulatory aspects of the role, including requirements for disclosure, costs of the services provided, and advised products.
  • Maintaining suitable qualifications and completing Continuing Professional Development (CPD).
CANDIDATE PROFILE
  • Qualified to level 4 minimum: UK DipPFS/Cyprus CySEC Advanced or equivalent.
  • Willingness to relocate or work remotely as needed.
  • Minimum 2 years of financial sales experience.
  • Interest in providing long-term, ethical services.
  • Proven track record of success in meeting or exceeding sales targets and client satisfaction metrics.
  • The ability to network and establish relationships with clients.
  • Career-minded attitude.
  • Excellent interpersonal skills and the ability to build and maintain relationships with clients.
  • The capability to explain complex information simply and clearly.
  • Strong analytical and problem-solving abilities.
  • Strong communication, negotiation, and presentation skills.
  • An ethical and professional approach to work, with a commitment to putting clients' interests first.
  • Self-motivation and initiative.
  • Decision-making skills.
  • Discretion and an understanding of the need for client confidentiality.
  • Time management and organizational skills.
  • Good numeracy and IT skills.
COMPANY BENEFITS
  • Competitive salary commensurate with qualifications and experience.
  • Performance-based incentives and bonuses.
  • Opportunities for career progression and advancement within the company.
  • Comprehensive training and development programs.
  • Potential to transition to a self-employed 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.
Due to the high volume of applications, we receive at GRS Recruitment, only shortlisted candidates will be responded to.
 
To apply for this position, please email your CV to Alex Evangelides, alex@grsrecruitment.com quoting the above job reference or call +357 25 342 720 for further information.
 

 

Job Summary
  • icon
    23 September 2024
  • icon
    Permanent
  • 7741
  • alex@grsrecruitment.com