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We are currently looking to recruit a Senior Accountant to join the team at our premises in Nicosia.

Qualifications

• University degree in Accounting/Finance/Economics or a related field;
• Completed or working towards an accounting qualification including the ACCA/ACA/CPA;
• Minimum 3 years’ of professional accounting experience
• Excellent communication skills in both Greek and English;
• Proficient computer literacy;

Responsibilities of the position

The Senior Accountant typical tasks and responsibilities include but are not limited to:

• Supervise daily reporting and posting of journal entries in the accounting system and ensure that all records are up to date;
• Supervise bank reconciliations, bookkeeping and payment requests;
• Track and monitor accounts receivable and accounts payable
• Preparation of accounting records based on international financial reporting standards (‘’IFRS’’);
• Review and submit of VAT services & returns; liaise with Cyprus Tax and VAT authorities
• Maintain the fixed asset register including depreciation calculations;
• Assist in the audit of the fund entities and fund Manager (CIF) according to international financial reporting standards (‘’IFRS’’) ensuring on-time tax and statutory filing;
• Preparation of interim and year-end financial accounts, periodic and regulatory reports for the fund entities and the fund manager as required by CySec, CBC and/or Companies’ Registrar;
• Liaising with CySec, CBC, Custodian, brokers, banks, auditors and clients ensuring smooth business operations;
• Maintain accounting controls by preparing and implementing policies and procedures;
• Mentoring and supporting more junior members of the team;
• Working in a team and supporting in servicing clients, assisting with day to day requests and responding to their needs.

Knowledge and Experience

• Previous experience in a Finance team is highly desirable;
• Good interpersonal communication skills, both written and oral;
• Must possess great attention to detail;
• Ability to work under pressure;
• Ability to multitask, prioritize and organize own work to meet set deadlines;

LifeGoals Financial Services offers an attractive remuneration package based on qualifications and experience, as well as excellent opportunities for career development and advancement.

Apply

Apply

We are currently looking to recruit a Junior Accountant to join the team at our premises in Nicosia.

Qualifications

• Applicant will ideally hold a relevant academic background in Accounting/Finance/Economics or a related field;
• Any previous working experience will be considered an advantage;
• Working towards a relevant accounting qualification including the ACCA/ACA/CPA will be considered a plus , but not a prerequisite;
• Fluency in Greek & English is a must;
• Basic computer literacy;
   

Responsibilities of the position

The Junior Accountant typical tasks and responsibilities include but are not limited to:

• Bank reconciliation and payment requests;
• Issue and post invoices on the accounting system and keep records up to date;
• Responsible for the book-keeping (sales, purchases, nominal ledgers, etc) and providing assistance in the audit of the fund entities, fund Manager (CIF) ensuring on-time tax and statutory filing;
• Assist in the preparation of interim and year-end financial accounts, periodic and regulatory reports for the fund entities and the fund manager as required by CySec, CBC and/or Companies
• Preparation of VAT services & returns;
• Liaising with Custodian, banks, auditors and clients ensuring smooth business operations;
• Ensuring that pre-agreed internal and external deadlines are met in a timely manner;
• Work under the supervision of a Senior Accountant and the Chief Financial Officer
• Working in a team and supporting supervisors in servicing clients, assisting with day to day requests and responding to their needs.

Knowledge and Experience

• Previous experience in a Finance team is highly desirable;
• Good interpersonal communication skills, both written and oral;
• Must possess great attention to detail;
• Must be self-motivated and self-starting;
• Must be focused and deadline driven;
   

LifeGoals Financial Services offers an attractive remuneration package based on qualifications and experience, as well as excellent opportunities for career development and advancement.

Apply

Apply

We are currently looking to recruit an Operations Officer to join the team at our premises in Nicosia.　　

Qualifications　

• University or College degree;　
• Proficiency in Microsoft Office suite. 

Responsibilities of the Position

LifeGoals Financial Services Ltd is looking for a motivated individual with excellent writing and analytical skills, able to work effectively in a multinational team environment.　

The Operations Officer will contribute to the efficient and effective workings of the Operations and Client Services Departments by executing daily tasks with a strong attention to detail.　

The Operations Officer typical tasks and responsibilities include but are not limited to:　

• Onboarding employers and members and assisting in the everyday operations of the LifeGoals multi-employer and third party provident funds;　
• Reviewing client data, filling and populating the Company’s database.　
• Call center and customer support duties; prioritizing client inquiries and communicating to the respective Company departments;　
• Implementing all policies and procedures followed by the Operations department pertaining to the day-to-day functions of the department in accordance with the applicable legislation;　
• Assisting in the client account opening process, account maintenance and performing client due diligence in line with the Company’s policies and procedures.　
• Other ad-hoc duties as needed.

Skills　

Important attributes include:　

• Computer literate, ability to work with new software packages;　
• Excellent written and verbal communication skills in both English and Greek;　
• Attention to detail and accuracy;　
• Team work/communication skills;　
• Professional attitude and appearance;　
• Initiative;　
• Confidentiality.

LifeGoals Financial Services  offers a competitive compensation package based on qualification and experience and a unique opportunity to significantly participate in the growth of an innovative company, as well as excellent opportunities for career development and advancement.

Apply

Apply

We are currently looking to recruit a Client Relationship Officer to join our team at our premises in Nicosia.

Qualifications

• A bachelor’s degree in Finance or a related field;
• CySEC Advanced Certification, or commitment towards obtaining one;
• Holding or working towards a relevant professional qualification will be considered an advantage;
• Strong communication skills for effective online client engagement and support;
• Proficiency in digital communication tools and platforms for remote interactions;
• A proactive attitude towards leveraging technology for enhancing the online investment experience;
• Ability to adapt to evolving digital trends and implement best practices for optimising the online client experience;
• Applicant will ideally hold a relevant academic background in Accounting/Finance/Economics or a related field.

Responsibilities of the position

The  Client Relationship Officer tasks and responsibilities include but are not limited to:

• Offer guidance to clients using the LifeGoals platform, mainly through online communication channels;
• Monitor and analyse client behaviour, providing periodic digital updates and recommendations based on market trends and portfolio performance;
• Communicate to clients the key characteristics, risk and features of the investment products being offered;
• Maintain a thorough understanding of the investment suitability assessment process, in line with the MiFID requirements;
• Collaborate with the development team to enhance the online platform's functionalities and user experience, ensuring intuitive and user-friendly navigation for clients;
• Participate in the creation of online educational materials to empower clients with the knowledge and tools to make informed investment decisions;
• Conduct periodic online webinars and one-one calls to educate clients on the best practices for managing their investments through the online platform;
• Contact clients and set up meetings and presentations, mainly online;
• Working in a team and support in servicing clients, assisting with day-to-day requests and responding to their needs;
• Keep up to date with financial products offered by the Company, relevant legislation, and market developments;
• Provide detailed information on the LifeGoals Services to prospects and clients;
• Review and ensure all promotional material and templates are up to date;
• Other ad-hoc duties as needed. 　

Knowledge and Experience

• Excellent organizational and communicational skills, able to work effectively in a diverse team environment.
• Customer service;
• Strong verbal and written communication in English and Greek.Proficient computer literacy;
• An ability to meet challenging deadlines while maintaining high quality of work and accuracy of results;
• Attention to detail and accuracy;
• Team work;
• Professional attitude;
• Confidentiality.

LifeGoals Financial Services offers an attractive remuneration package based on qualifications and experience, as well as excellent opportunities for career development and advancement.

Apply

Apply

We are currently looking to recruit a Sales Administrator to join the team at our premises in Nicosia.

Qualifications　

• University or College degree; 　
• Previous experience within sales or administration;
• Proficient computer literacy.

Responsibilities of the Position 　

LifeGoals Financial Services Ltd is looking for a motivated individual with excellent organizational and communicational skills, able to work effectively in a diverse team environment. 　

The Sales Administrator will have the responsibility of providing support to the Sales and Business Development departments, by organizing and monitoring the execution of sales related tasks efficiently and in a timely manner. 　

• Be the first point of contact to respond to/redirect sales related inquiries via email or phone; 　
• Maintain data integrity within customer records in the Company's CRM and other systems; 　
• Work with the Sales Management to increase forecast accuracy and integrity of pipeline; 　
• Provide information on the LifeGoals services, including the Company's insurance products, to prospects and clients; 　
• Follow up on prospect and customer inquiries sent to sales and route to the appropriate team;
• Review and ensure all promotional material and templates are up to date;
• Collaborate with other departments to follow up on prospect and customer inquiries; 　
• Other ad-hoc duties as needed. 　

Skills

Important attributes include:

• Communication skills 　
• Customer service 　
• Organisational skills 　
• Excellent written and verbal communication skills in both English and Greek 　
• Ability to prioritise workload and meet deadlines 　
• Attention to detail and accuracy 　
• Team work 　
• Professional attitude 　
• Confidentiality
  　

LifeGoals Financial Services offers a competitive compensation package based on qualification and experience and a unique opportunity to significantly participate in the growth of an innovative company, as well as excellent opportunities for career development and advancement.

Apply

Apply

To support our international expansion we are looking for a digital marketing associate to support our Dutch speaking retail clients in Holland and Belgium.

The successful candidate should be a native Dutch speaker with a keen appreciation of regional Dutch and/or Belgian cultural differences and an understanding of the individual decision making process, especially in relation to our online service offering.

Job description

• Work with the business development and the development team to support the full translation of our service into Dutch;
• Translate and develop social media posts;
• Identify navigational or support opportunities and work with our communications team to explain or correct them;
• Provide Dutch chat (or telephone) support. During our initial stages support - usually via chat - is prioritised and should be provided in a timely manner.
• Liaise with investment advisors if required (please note that we are looking for a support person not an investment advisor).

Requirements

• Native Dutch, or Flemish, speaker;
• Fluent English;
• A Dutch or Belgian university degree;
• Some financial education is an asset, but not a requirement.

The job

While the commitment is part-time at first the successful candidate will be in a preferred position to grow as our Dutch language business expands. The successful candidate will be eligible for bonus compensation based on meeting or exceeding new client targets.

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