Company Description
MyWealthManagement Limited, established in 2008 alongside its sister company, is a growing and well-established financial advisory firm and a trusted provider of tailored wealth management and financial planning services in Ireland. As our client base and service offering continue to expand, we are investing in our people and our platform to support the next phase of our growth. Our team of QFA-qualified advisors specialises in Wealth Management, Retirement Planning, and safeguarding long-term financial health. We are dedicated to delivering personalised, high-quality solutions that help clients achieve their financial goals with confidence. At MyWealthManagement, we combine professional expertise with a supportive, collaborative culture, providing straightforward, reliable advice that empowers individuals and families to plan securely for the future.
Role Description
This is a full-time role based in the Cork Metropolitan Area within a growing and ambitious financial advisory business. As a Senior Financial Advisor, you will play a key role in both servicing existing clients and driving new business growth. You will be responsible for delivering comprehensive financial planning and advisory services, including assessing clients' financial needs, developing tailored investment, pension, and retirement strategies, and providing expert guidance on long-term wealth management. A core part of the role will involve attracting and onboarding new clients, building your own client portfolio, and contributing to the continued expansion of the business. You will also be expected to nurture and deepen client relationships, ensuring the highest levels of trust, satisfaction, and regulatory compliance, while supporting individuals and families in achieving long-term financial security.
Qualifications
* 5+ years' experience in financial planning or wealth advisory
* QFA/CFP or equivalent relevant qualifications
* Strong technical knowledge across pensions, protection, tax-efficient investing, and retirement planning
* Excellent communication skills and a client-centric mindset
* Ability to manage complex cases and provide strategic guidance to clients
Why work with us:
* Excellent remuneration package and competitive commission structure
* Hybrid, flexible working model
* Employer pension contribution
* Income Protection
* Death In Service
* On site parking