Financial Planning Specialist

2 weeks ago


Nicosia, Nicosia, Cyprus Click and Connect Online Limited Full time

About the Role:

We are seeking a highly skilled Financial Planning Specialist to join our team at Independent Resourcing Consultancy Ltd. As a leading organization in the sector, we offer a unique advice proposition that has led to a significant increase in client demand.

Key Responsibilities:

  • Advising clients on medium to longer term financial objectives in a face-to-face capacity.
  • Offering areas of advice covering lump sum investment, retirement planning, life insurance, and general estate tax planning.
  • Working alongside the Director of the European business to develop new business advice.

Requirements:

  • A proven track record of success within an advisory or relationship management capacity.
  • A minimum qualification of Level 4 RDR UK Diploma (or equivalent) and ideally Chartered.
  • Transferable AUM and an active client base.
  • A pro-active and entrepreneurial attitude with experience in generating new business.

Benefits:

  • Self-employed split of business or employed with a competitive basic salary and bonus scheme.
  • 25 days holiday plus bank holidays.
  • Flexible working hours and the option to work from home or remotely.
  • Full support of an in-house paraplanner.
  • Support from an in-house marketing team for any campaigns.
  • Full training in Repatriation and clients returning with offshore solutions.


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