Financial Advisor| Permanent | Dublin | Hybrid (Flexible)
Our Client is a well established Financial Services company who is experiencing significant growth. They are seeking an experienced Financial Advisor.
As a Financial Advisor, you will be responsible for managing relationships with both new and existing clients. You will ensure clients continue to receive expert financial advice while also guiding new clients as they embark on their financial journey.
Responsibilities
- Manage the client journey for both new and existing clients.
- Assess and analyse clients' financial circumstances to determine their requirements.
- Provide expert advice, make tailored recommendations, and deliver financial solutions.
- Conduct annual reviews and maintain ongoing client communication.
- Ensure full compliance by maintaining accurate client records and documentation.
Requirements
- QFA designation is essential.
- Strong knowledge of investments, pensions, protection, and savings products.
- Confident in engaging with clients in a professional and consultative manner.
- Results-driven with a strong focus on achieving objectives.
- Ability to work effectively both independently and within a team environment.
This is a fantastic opportunity to grow your career within a dynamic and client-focused team. If you are passionate about helping clients achieve their financial goals, we would love to hear from you!
Apply now to take the next step in your financial advisory career.
