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Senior financial advisor

Fortis Recruitment
Financial advisor
Posted: 21 March
Offer description

I’m currently working with several well-established wealth managers, investment firms, and brokerages who are expanding their advisory teams across Ireland.These firms offer strong infrastructure, excellent operational support, and, in many cases, established client books, allowing advisors to focus on delivering quality financial planning and building long-term client relationships.The RoleYou will work with clients to provide tailored financial advice across areas such as:Retirement and pension planningInvestment and wealth managementProtection and financial securityLong-term financial planning for individuals and familiesSupporting HNW clients with more complex planning needsWhat You’ll Be DoingBuilding and managing long-term relationships with new and existing clientsDelivering holistic financial planning advice tailored to individual needsManaging and developing client portfolios over timeWorking closely with internal support teams to deliver strong client outcomesEnsuring all advice is delivered in line with regulatory and compliance requirementsWhat We’re Looking ForQualified Financial Advisor minimum with additional relevant qualifications (e.g. CFP full/part) advantageous.Experience providing financial advice within IrelandStrong relationship building and communication skillsCommercial mindset with a focus on delivering excellent client outcomesAbility to manage and grow a client portfolioWhat’s on OfferBase salary: €55k to €95k depending on experienceBonus potential: strong earning potential well into six figuresBenefits: full benefits packages and strong support structuresAccess to existing client relationships and strong lead generationSupportive management and infrastructure to help advisors succeedLocationsRoles currently available in:DublinWaterfordKerryRemote options available across Ireland, depending on the firm
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