Candidates will possess the following skills:
A track record of success in financial services
Self-motivated, Determined, Ambitious & Hard working
Self-starter who can work alone or in a team
Excellent communication & Networking skills
Mature, educated professional
Honest, ethical and professional
What we can offer you:
Comprehensive training programme, including initial and ongoing
Assistance in Launching, Developing & Maintaining your practice
Comprehensive Business Management Systems
Fully Licensed in all EU States under MiFID & IMD
Professional Management and administrative support
Investment platform with access to 6000+ funds
Very competitive performance-based remuneration
The Financial Services world is changing. Technology & Regulations are having an ever increasing impact on how we interact with our clients and providers as well as what we can offer & where we can operate.
At a time when financial advisors are looking to develop or increase existing revenue, it is even more important that your business proposition is clearly defined.
3D Global has developed solutions to these challenges, helping many advisors build up strong on-going revenue streams within their practice.
Regulation & Licenses
The 3D group is fully compliant with MiFID and the IMD in every EU state.
3D encourages its members to work to their strengths and define their own function within the group: Consultants are fully licensed to provide services under the 3D umbrella; Associates manage business relationships and work closely with a 3D Consultant.
Whether you wish to develop as an all-round IFA or specialize in a chosen field such as pensions or investments or Taxation & Trusts, the creative environment in 3D will suit those who wish more control and flexibility to develop their practice and future career.
UK IFAs needn’t give up EU based clients simply because they don’t have the passporting rights. By working in association with 3D, you can keep your clients and your income.
Clients are becoming ever more cost conscious whilst demanding greater levels of service and sophisticated reporting.
The 3D platform gives access to a wide range of funds from 250 management groups, straight-through processing and flexibility in charging structure to suit you and your clients.
This cost effective solution provides a comprehensive range of real-time online reports for both client and advisor.
Talk to 3D
If you are considering how to develop your practice through 2019 and beyond; have any concerns over your competitiveness and client offering; or if you simply want to increase and protect your income for the future, then contact 3D to see how we can help you.
Don’t just take our word for it. The following are quotes from International IFAs and Product Distributors:
“I worked for a couple of companies in Cyprus before setting up my own. After several years, I was asked if I would be interested in joining 3D. Knowing their reputation it was a relatively easy decision to make. 15 years on I do not regret that decision.”
“Over 7 years ago I started to work with 3D Global and it was one of the best decisions I have ever made. I am not only working with a fantastic team but also can offer my clients products and services they can trust.”
“As soon you start at 3D Global you know you have arrived – you feel it as soon as you walk into the office. Because I feel good about 3D Global and the work we are doing, my clients are seeing great results, are satisfied and are therefore staying with us.”
“I conducted substantial research on the firms operating in Paphos and Limassol areas and was impressed with the organisation, low turnover of staff and location. I’ve remained with the firm based on their support, strength and reputation.”
“What attracted me to 3D Global and still does was the way the company puts the client’s needs at the forefront of the advice. The advice we now offer is fee based providing clients with transparency on how much they are paying for the services they are receiving.”
“I think you want to know that the company you are working for can provide you with the correct processes to meet your regulatory requirements, offer excellent back office administration and support, a competitive range of products and services which can benefit your clients.”
“I joined 3D Global as a Consultant in January 2008. I was looking for a Company who “put the client first and remuneration second”. I had researched other IFA’s in Cyprus and found that they were very much in the “hard sell mode” reminiscent of the 1970’s/80’s UK model.”
“I was given the autonomy to build my own business with the support and expertise of 3D staff when needed. You were made to feel very much part of a team with one Aim in mind: to help the clients achieve their Financial goals, be it General Insurance, Pension or Investment.”
“After my first meeting with David Rumsey at 3D, I new this was the working environment for me.
I joined 3D Global as a Consultant in January 2008. The fact that I am still here after 12 years says it all.”
“After a career in financial services, and 11 years with a high street bank, I became disillusioned with the industry. The bank provided little in the way of personal service unless there was a sale involved. I joined 3D Global to change that and get back the satisfaction of looking after my clients.”
“Many of my clients followed me to 3D Global and many are still with me 16 years later. I stayed with 3D Global because the values I joined for in the first place are still as strong now as they were in 2004.”
“The greatest compliment I can pay 3D Global is that the Company was my only Cyprus based competitor for whom I had genuine respect as a forward thinking client orientated advisory Company. In retirement, it’s a privilege to offer my consulting services to 3D Global.”
“I joined 3D Global eight years ago. It was a major decision but a simple one to make. I have developed my personal skills, improved my industry knowledge and met many really interesting clients along the way. I do not regret one single day as 3D continues its success.”
“3D’s success is undoubtedly due to the members of the company. We have been fortunate to attract the best advisers and administration staff in our profession. Many members have been with 3D for over 15 years, some more than 20 years.”
“We share the same values of integrity, openness, and fairness; we recognise that none of us is an island and we acknowledge the strengths and contribution of our colleagues. I am very proud to be a part of 3D, to be a part of the team, and I commend all of our members.”
“I’m grateful for your acceptance of me on your terrific team, this is my fifth position with a Cy Investment firm and I am stunned by the professionalism shown by and in the Company. Your approach to the business blows the competition away, in my opinion.”
Ready for some great advice?
Let's have a chat and see what 3D Global can do for you