Financial Planner / Financial Advisor / IFA / Wealth Manager - Cyprus - Θέσεις εργασίας Κύπρος

Αναζήτηση Εργασίας (Each Day We Try to Be Better)

Booking.com

8 Ιουλίου 2013

Financial Planner / Financial Advisor / IFA / Wealth Manager - Cyprus

Financial Planner / Financial Advisor / IFA / Wealth Manager - Cyprus
FM Group are looking to hire qualified financial planners for a great opportunity with an OTE of £60 – 75k The Company: FM Group are Cyprus’s premier firm of financial advisors. Established in 1995, the company has over 800 active clients and over £100m AUA. Operating under both MiFID and IMD, the company specializes in financial planning, pension transfers (inc SIPPS/QROPS) and the provision of bespoke investment advice. The company has an excellent reputation for both the quality of the advice given and the expertise of it’s staff. Our ethos is to obtain the best outcome for our client at all times. Expertise within FM Group covers every aspect of a client’s financial needs. Our highly qualified and skilled advisors benefit from our MiFID regulated report writing services in respect of pension transfers and investment advice. In addition, we provide compliance, sales support, marketing and customer liaison resources. The company is also renowned for its Privilege suite of complimentary products and services which includes a 24/7 concierge service for its platinum members. The Role To undertake the role of Financial Planner in Cyprus, with the responsibility for delivering given business income targets. ·Introduction of new clients. ·Servicing of new and existing clients. ·Provide support in the introduction and development of new and existing business relationships. ·Presenting FMIA / FM Group to potential clients and be a dedicated point of contact. ·Responsible for taking on new business and to manage the process from initial contact to opening of the account. ·Assist in the documentation required i.e. AML. ·Assist in the day to day requirements of client needs