Financial Advisor – Cyprus
The Opportunity
Prestige IFA Jobs is seeking experienced Financial Advisers for an established international wealth management firm based in Cyprus.
This is an excellent opportunity for driven advisers looking to join a growing organisation servicing international clients and expatriates. The firm provides holistic financial planning and wealth management solutions, including investment planning, pension advice, tax planning and cross-border financial strategies.
Cyprus has become a major hub for international financial advice, particularly for advisers working with UK and international expatriates seeking tax-efficient investment and retirement planning solutions.
The Company
Our client is a well-established international wealth management group providing independent financial advice to expatriates and internationally mobile professionals. The firm offers a full range of services including:
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Investment portfolio management
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Retirement and pension planning
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UK pension transfers and restructuring
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Tax-efficient wealth management
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Estate and succession planning
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Cross-border financial planning for expatriates
The business operates under European regulatory frameworks and delivers independent advice with access to a broad range of regulated investment providers and financial solutions. Advisers are supported by in-house tax specialists and compliance teams, allowing them to focus on client acquisition and relationship management.
The firm services an international client base and provides long-term wealth management strategies tailored to individuals with cross-border financial needs.
The Role
The successful candidates will be responsible for developing and managing relationships with expatriate clients and delivering tailored financial advice across a range of wealth management solutions.
Key responsibilities include:
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Building and managing a portfolio of international clients
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Providing advice on investments, pensions and retirement planning
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Conducting full financial reviews and fact finds
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Developing tax-efficient wealth strategies for expatriate clients
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Managing ongoing client relationships and portfolio reviews
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Working with internal compliance and technical teams to deliver suitable advice
Candidate Profile
We are looking for advisers with a strong background in international financial advice and a proven ability to generate and manage client relationships.
Ideal candidates will have:
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Experience as an International Financial Adviser or Wealth Manager
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Level 4 qualifications (or equivalent) in financial planning
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Strong knowledge of investments, pensions and wealth management
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Experience working with expatriate clients preferred
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Strong business development and relationship management skills
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Professional, ethical and client-focused approach
The Package
The company offers a competitive and attractive structure for experienced advisers including:
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Competitive commission structure
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Access to established lead sources and marketing support
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Full compliance and administrative support
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Modern office environment in Cyprus
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Opportunities for career development within a growing international firm
Why Cyprus?
Cyprus is one of the Mediterranean’s leading financial centres for expatriate advice. The island offers:
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A large international expat community
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Attractive tax environment for residents
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High quality of life and Mediterranean climate
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Growing demand for international financial advice
Please note: Applicants should have at least three (3) years’ client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g. CISI, CII level 4 or equivalent). This is a performance-driven, client-facing role focused on relationship development and growth.