Unlock Financial Freedom
We are a leading wealth management brokerage specializing in strategic financial planning that reduces costs, minimizes taxes, and maximizes long-term wealth.
About Us
We deal exclusively with business owners, company directors, and high-net-worth clients. Our team of experts will guide you through every step of your financial journey.
Job Responsibilities
* Advise clients on pensions, investments, and protection products to grow and protect their wealth.
* Create tailored financial plans that align with their personal and business goals.
* Stay ahead of market trends and industry changes to provide up-to-date, strategic advice.
* Build long-term relationships and provide ongoing support as their financial needs evolve.
Your Background
* 5+ years of experience in financial advising, with a strong background in pension, investment, or protection products in the Irish market.
* QFA qualification required, additional qualifications a bonus.
* Passion for working with business owners and ability to explain complex financial concepts simply.
* Results-driven mindset, excellent communication skills, and commitment to top-tier client service.
What We Offer
* Work-from-home opportunities.
* Pension scheme.
* Group Life Assurance.
* Parking facilities.