Company Description
Money Maximising Advisors Limited is a dynamic Financial Services company based in Ireland with its headquarters in Galway City and a countrywide presence. Established in 2016, the company is dedicated to assisting clients in achieving their long-term financial goals. Led by highly experienced professionals, including Managing Director Diarmaid Blake and Director Lorna Egan, both of whom are Qualified Financial Advisors, the company boasts expertise in life planning, pensions, and investment strategies. The team prioritizes personalized service and solutions tailored to each client's unique financial aspirations.
Role Description
This is a full-time remote role for a Financial Advisor. The Financial Advisor will engage with clients to assess their financial goals, develop strategic financial plans, and provide expertise in retirement planning, investments, and overall financial decision-making. The role involves conducting analyses, offering guidance on financial products, and maintaining long-term client relationships through proactive communication and excellent service.
Qualifications
* Proficiency in Financial Planning and Retirement Planning to help clients design tailored strategies for achieving their goals.
* Strong knowledge of Investment and Finance to assess market trends and provide informed recommendations to maximize client returns.
* Financial Advisory experience to deliver expert guidance and build trust-based relationships with clients.
* Excellent communication and interpersonal skills to effectively interact and build rapport with diverse clients.
* Relevant qualifications, such as QFA (Qualified Financial Advisor) certification, are required, while additional qualifications like a Graduate Diploma in Financial Planning or experience in the financial services industry are a plus.