Private Client Manager

Job details

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Location Paphos, Cyprus
Date Posted 22nd July 2019
Category Wealth or Financial Adviser / IFA
Sector Investment
Pensions
Retirement Planning
Wealth Management
Salary Salary C€60,000 with OTE C€85,000 + relocation costs and benefits. 
Industry Financial Services, IFA
Education N/A
Professional Quals Diploma in Financial Planning level 4 min
Work Hours Full
Reference 5032
Hiring Company Recruitment Connection Ltd
Region Europe
Street Address N/A

Description

My client is a financial planning and tax consultancy with very successful and established operations in Southern Europe. This is a full time role based in Paphos working with colleagues already established in the region and with existing clients of the practice.

You will focus on recommending strategies clients can use to achieve their financial goals and objectives, including specific recommendations in areas such as cash flow management, investment planning, estate management, tax and wills. Although this is to look after a client base it is important you are also able to recognise new business opportunities.

You will need to be really good at building trust and used to providing financial planning advice to wealthy individuals. As you will need to be registered through the FCA it’s likely you will be a current UK IFA / adviser but looking to relocate. You must be minimum Level 4 qualified and ideally a current SPS. If not already in Cyprus you must be committed to relocating. This role has great potential to progress to a Partner level in the company.

Ref: 5032

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About

Simon Bean is managing director of the Recruitment Connection and has been recruiting since 1985. He is a Fellow of the Institute of Recruitment Professionals (IRP).