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Independent financial advisor

Dublin
Freelance
Imperius Wealth
Independent financial advisor
Posted: 27 November
Offer description

Company Description

Imperius Wealth specializes in providing tailored financial advisory services to clients at every stage of their financial journey. Whether you are starting to build your financial foundation or are an experienced professional looking for advanced solutions, our team of internationally qualified advisors offers expertise to meet your specific needs. We prioritize delivering personalized financial planning with a global perspective. Our commitment is to make financial security accessible and achievable for all our clients.

Role Description

This is a full-time hybrid role for an Independent Financial Advisor based in, or near Dublin, with flexibility to work from home as needed. The role involves developing comprehensive financial plans, offering expert financial advice, and guiding clients through investment and retirement planning strategies. The advisor will assess clients' financial goals, provide tailored solutions, and ensure compliance with regulatory standards while building long-lasting professional relationships.

Qualifications

* Strong expertise in Financial Planning and Financial Advisory
* Knowledge in Finance and Investments
* Proficiency in Retirement Planning and delivering tailored financial strategies
* Exceptional analytical and problem-solving skills
* Outstanding interpersonal and communication skills
* Ability to manage client portfolios and maintain confidentiality
* Relevant financial certifications or qualifications (e.g., CFP, QFA) are advantageous
* Experience in a client-facing financial advisory role is essential

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