We currently have 4 Cyprus based Staff opportunities across our group companies that we are actively recruiting for. Two are administration roles with application deadlines of 15th December with a view to the respective roles starting in January. The trainee and qualified advisor roles are open ended. We have an open door policy for recruiting in these roles.
1. Administration Assistant – Part Time
Hours: Approximately 15 hours per week (spread over the working week)
About Us
Aisa International is a regulated financial planning firm with offices in Cyprus and internationally. We provide high-quality financial planning and investment advice, with a strong focus on compliance, professionalism, and client care.
Role Overview
We are seeking a part-time Administration Assistant to join our Paphos office. This role involves supporting our financial planners and providing a professional first point of contact for clients. The ideal candidate will be organised, personable, and able to work independently as well as part of a team.
Key Responsibilities
- Communicate with clients by email, telephone, and in person when they visit the office
- Assist advisors with client facing required materials and support financial planning staff with administration tasks
- Maintain client files in a compliant and regulatory-acceptable manner
- Co-ordinate with colleagues in Cyprus, the UK head office, and other international locations
- Follow up on new applications with providers (e.g. pension trustees, investment companies)
- Draft and produce formal letters and correspondence
Candidate Requirements
- Excellent communication skills, both written and verbal (fluent English required)
- Personable and approachable, with a professional outlook and confident telephone manner
- Confident using Microsoft Office applications (Outlook, Word, Excel) and other software tools
- High level of attention to detail and organisational ability
- Capable of working independently and as part of a team with a positive “can-do” attitude
- Previous experience in a financial services environment is an advantage, but not essential – full training will be provided
What We Offer
- Part-time role (approx. 15 hours per week)
- Friendly and professional working environment
- Training and development opportunities within a regulated financial services firm
- This role may be combined with others currently on offer
How to Apply
If you are interested in this position, please send your CV to leeh@opesfidelio.net. Closing date for applications: 15th December
2. Client & Data Administration Assistant
Hours: Part-time (approx. 15 hours per week, with potential to increase over time)
About Us
Money Trove helps expats and international professionals access high-quality financial advice, focusing on transparency, compliance, and client care. Learn more at money-trove.com.
Role Overview
We are seeking a detail-oriented and reliable Client & Data Administration Assistant to support our growing operations. The role involves managing new client onboarding, ensuring accuracy in data entry, and verifying advisor payment information. This is a part-time role to start, with scope to expand as our business grows.
Key Responsibilities
- Upload new client information to our systems accurately and promptly
- Perform data checks to ensure all information is correct and complete
- Verify and maintain advisor payment data to ensure accuracy and timeliness
- Liaise with team members to resolve discrepancies or missing information
- Maintain confidentiality and adhere to compliance requirements at all times
Requirements
- Strong attention to detail and accuracy
- Experience in data entry, administration, or financial services (preferred but not essential)
- Good communication skills (written and verbal)
- Ability to work independently and manage time effectively
- Comfortable using digital tools and platforms for data management
What We Offer
- Flexible working hours (starting at 15 hours per week)
- Salary will be higher than Cyprus minimum wage, and will be based on experience
- Opportunity to grow into a larger role as the company expands
- Training and ongoing support
- Be part of a small but ambitious team making a difference for expats worldwide
- This role may be combined with others currently on offer
If this sounds like you, please send your CV and a brief cover note to leeh@opesfidelio.net by 15th December 2025
3. Trainee Life Insurance Advisor
About Us
OpesFidelio Cyprus Insurance Advisers, Agents & Sub-Agents Ltd is part of the Aisa Group. We are a regulated life insurance firm specialising in financial planning for expatriates and international professionals. We offer transparent, client-first insurance and financial advice under Cyprus Regulation.
Role Overview
We are looking for an enthusiastic and motivated Trainee Life Insurance Advisor to join our team. Whether or not you already hold the necessary Cyprus qualifications, we want to hear from you. You will receive support and training to grow into a fully qualified advisor.
You will help clients safeguard their futures through life insurance, risk protection, critical illness, income protection and related solutions. This is an ideal entry-level role for someone who is committed, client-focused, and ready to build a career in insurance advisory. The role will be based from the Paphos office, covering the island.
Key Responsibilities
- Learn and develop skills in advising clients on life insurance and protection products (term assurance, critical illness, income protection, etc.)
- Understand regulatory, legal, and ethical requirements under the Insurance Distribution Directive (IDD) in Cyprus
- Meet with clients (in person and/or remotely), establish their protection needs, explain options clearly, prepare proposals
- Support existing clients with policy servicing, renewals, and changes to cover
- Build and maintain a client portfolio under supervision
- Work closely with internal teams (compliance, underwriting, operations) to ensure advice is compliant and documentation is accurate
Candidate Requirements
| Must-Have | Advantageous |
| Good communication skills (English fluent; knowledge of Greek is an asset) | Previous experience in sales, customer service, or insurance |
| Strong attention to detail and ability to learn technical information | Holding Cyprus Life Insurance / Basic Insurance Certificate (or willingness to obtain) |
| Professional manner and empathy in dealing with clients | Existing regulatory / certification knowledge in Cyprus (IDD / ICCS) |
| Comfortable using IT tools, managing files and client records | Multilingual (especially knowledge of clients’ languages) |
Qualifications & Licensing
- If already certified: Valid certification under Cyprus law / Insurance Control Service / authorised regulatory body for life insurance advice is a plus
- If not yet certified: Willingness to undergo required courses/trainings for insurance advisor certification in Cyprus
- Comply with professional liability insurance, clean criminal record, non-bankruptcy certificate as per Cyprus regulations.
What We Offer
- Structured training and mentorship to help you gain required certifications
- Opportunity to build your career in a professional, ethical advisory firm with an international client base
- Competitive compensation with performance-related incentives
- Supportive working environment, with regular feedback and opportunities for progression
- The role may be combined with other roles we have available
- The ability to continue training into a full investment adviser role.
Employment Type: Full-time or part-time depending on candidate, with potential flexibility for hybrid / remote aspects (as allowed)
- Start Date: As soon as possible
- This a fees / commission based role with unlimited upside earnings potential.
How to Apply
Please send your CV and a short cover letter explaining why you are interested in the role, and any relevant experience or qualifications you have, to: enquiries@opesfidelio.net
4. Cyprus based Financial Planner
Contract Type: Self-Employed / Independent Contractor
Affiliation: Aisa International s.r.o. & Aisa Group of Companies
Compensation: Fee-Based Model
About Us
Aisa International s.r.o. and the Aisa Group of Companies are award-winning, regulated financial advisory and wealth-management firms with a global footprint. Known for our fee-based, client-first philosophy, we deliver transparent, compliant, and high-quality financial planning for expatriates and internationally mobile clients.
We are expanding our presence in Cyprus and seeking further motivated, ethical, and professional Financial Planner to join our team on a self-employed basis.
Role Overview
As a Financial Planner, you will provide holistic, fee-based financial planning to expatriates, high-net-worth individuals, and international clients living in or relocating to Cyprus. You will operate under Aisa’s regulatory umbrella, systems, and brand, while maintaining full autonomy as an independent adviser.
This role suits a high-integrity professional who values transparent, client-focused advice without reliance on commission-driven products.
Key Responsibilities
- Deliver tailored, holistic financial planning and wealth-management services to international and expatriate clients.
- Advise on investments, retirement planning, tax-efficient strategies, pensions (international + UK), estate planning, and risk management.
- Build and maintain a client portfolio, with support from Aisa’s marketing, systems, and global structure.
- Conduct discovery meetings, create financial plans, and present recommendations based on transparent, fee-based models.
- Maintain accurate records, compliance documentation, and client files in accordance with regulatory requirements.
- Stay up to date with international financial planning standards, cross-border regulatory expectations, and product knowledge.
- Represent the Aisa brand with professionalism, integrity, and a focus on long-term client relationships.
Requirements
Essential
- Qualified with internationally recognised credentials (Min. Level 4 qualifications, DipPFS, or equivalent).
- Strong working knowledge of cross-border financial planning, pensions, and investment solutions.
- Excellent communication skills and a client-first mindset.
- Ability to operate autonomously as a self-employed professional.
- Based in Cyprus (or relocating) with the right to live and work locally.
Desirable
- Experience as a Financial Planner, Wealth Manager, etc
- Experience advising expatriates or international clients.
- Familiarity with UK pension transfers, QROPS, SIPPs, and international tax considerations.
- Existing client base or the ability to bring a partial book of business.
- CySEC advanced examination pass (or be willing to work towards this).
What We Offer
- Partnership with a multi-award-winning, fee-based, regulated international advisory group.
- Full regulatory cover, compliance support, and professional indemnity insurance.
- Access to Aisa Group’s platforms, tools, research, client portal, and operational support.
- A transparent fee-based remuneration structure with no product-driven commissions.
- Marketing support and global brand reputation to assist in client acquisition.
- Complete autonomy as an independent adviser with the backing of an established group.
- Administrative support a from local office.
- Competitive fee income splits (varied depending on experience)
Ideal Candidate Profile
You are ethical, transparent, and committed to delivering high-quality financial advice. You value independence but want the security and credibility of a global financial group. You enjoy building long-term relationships and believe in a fee-based, client-aligned advisory model.
How to Apply
Please submit your CV and a brief introduction outlining your experience and interest in joining the Aisa Group as a self-employed Financial Planner. Applications and confidential inquiries can be sent to: leeh@aisainternational.eu
