Senior Financial Advisor (High- Net- worth Clients) | Permanent | Remote
A leading provider of Wealth Management and Financial Services, specializing in serving the medical professions is seeking to hire a Senior Financial Advisor. The firms client base primarily consists of Consultants, Dentists, GPs, Physiotherapists, and Veterinary Consultants.
This exciting opportunity offers significant career advancement potential within a highly professional environment.
The successful candidate will possess a minimum of 5 years of senior advisory experience, preferably working with high net worth clients and individuals with significant incomes requiring expert financial advice.
In this role, you will be responsible for both servicing the existing client base and expanding it by acquiring new clients. The ideal candidate will be based in the Munster region.
You will be expected to formulate and present tailored financial solutions in the areas of wealth management and financial services. Developing and implementing a successful business plan to enhance the firms reputation and brand awareness will also be a key component of this role.
Required Experience and Qualifications:
- QFA Qualification: All applicants must be fully QFA qualified.
- Third Level Qualification: Minimum educational requirement for this role.
- Senior Advisory Experience: A minimum of 5 years of senior advisory experience in financial services with a proven track record of growing and developing both existing and new client relationships.
- Financial Expertise: Excellent knowledge of investment products, markets, and the associated risk/return factors. Proficiency in all pension products, including their technicalities and associated tax guidelines.
- Interpersonal Skills: Strong interpersonal, problem-solving, and relationship management skills.
- Organizational Skills: Ability to plan and organize to maximize role efficiency.
- Adaptability: Flexibility and adaptability to handle diverse situations as they arise.
- Regulatory Compliance: understanding requirements outlined in MiFID regulations and the Consumer Protection Code 2012.
- Team Player: Ability to work collaboratively as part of a team.
- Attention to Detail: A high level of accuracy and attention to detail.
- Time Management: Ability to prioritize workload effectively.
- Initiative: Capability to work independently and proactively.
- Computer Proficiency: Excellent computer skills, including Microsoft Office and CRM systems.
**NOTE must attend monthly meeting in Dublin based office **
If you are a dedicated and experienced financial professional looking to advance your career in a dynamic and highly reputable organization, we encourage you to apply.
Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.
BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.
