International Financial Adviser – Paphos, Cyprus
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Job Location:
Monthly Salary:
Posted on:
14 hours ago
Vacancies:
1 Vacancy
Job Summary
Employment Structure:
- Self-employed Full-time
- Advisory-focused role
- No sales floor culture or volume pressure
Location & Flexibility:
There is strong demand for advisers based in Cyprus (Paphos) and also in also hiring demand in Southern Portugal particularly Vilamoura and the wider Algarve region. Candidates should ideally be in-country however flexible working is supported. Advisers may work from home or from an office environment where available.
Client Base & Jurisdiction Focus:
- The role is focused primarily on EU-based candidates with EU passports
- Advisers will predominantly conduct EU-regulated business.
Asia-based business is possible only where advisers bring substantial existing AUM. The firm does not provide hand-holding lead generation or outbound marketing for Asia and expects advisers operating in that region to be fully self-sufficient.
Appropriate licensing is in place in Asia for advisers with established books of business.
Qualifications :
Advisor Requirements:
- Minimum Level 4 qualification or equivalent
- Self-employed adviser status
- Proven experience delivering international or cross-border financial advice
- Strong client relationship management skills
- Professional ethical and compliant approach to advice
Assets Under Management:
- Existing AUM is preferred but not a deal breaker.
- Portfolios must not include structured notes or loan notes.
Proposition & Support:
This opportunity is designed for advisers who want to focus on advice rather than administration.
The firm invests heavily in advanced AI-driven advisory technology. Client meetings are securely recorded and via AI automatically generate a comprehensive fact find risk profiling suitability and advice documentation.
Outputs frequently exceed 1518 pages and are produced within seconds of a meeting ending. This significantly reduces administrative workload while improving consistency auditability and compliance.
Additional Information :
Why Join Our New Client
- The business is privately owned with no external shareholders.
- There is no private equity involvement and no merger acquisition or exit strategy selling to anyone.
- The firm is built for the long term with ongoing investment in technology systems and adviser support.
- Most notably the firm is heavily invested in cutting-edge AI technology transforming the adviser experience:
Client meetings are recorded securelythen
AI generates a full 18 page fact-find risk assessment and suitability report within seconds
This dramatically reduces admin time enhances compliance accuracy and allows advisers to focus on what they do best: advising clients.
This is a stable platform for advisers who want to build lasting client relationships rather than operate within a business designed to be sold.
Ideal Candidate Profile:
This role will suit advisers who value independence and self-employment prefer quality-led advice over transactional sales want long-term European client relationships and are comfortable operating without hand-holding.
If youre a qualified adviser looking for a future-proof platform rather than a quick fix this role deserves serious consideration.
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 IFAs. Please only apply if you have the relevant industry experience.
Remote Work :
No
Employment Type :
Full-time
Key Skills
- Financial Services
- Financial Models
- Account Management
- General Ledger Accounts
- ERP
- Payroll
- External Auditors
- Customer Relationships
- Credit Card
- Financial Statements
- Business Units
- Annual Budget
- Income
- New Clients
- Financial Management
About Company
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