Job Title: Financial Adviser
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A career as a Financial Adviser is ideal for individuals who enjoy working with people and are skilled in financial planning, investment, and pension products.
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Key Responsibilities:
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* Conduct thorough assessments of clients' financial situations and goals.
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* Develop comprehensive financial plans tailored to individual client needs.
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* Provide ongoing financial advice and adjust plans based on changes in client circumstances or goals.
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* Educate clients on various financial topics such as market trends, investment options, and risk management.
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* Build and maintain strong client relationships to ensure satisfaction and trust.
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* Collaborate with other financial professionals to deliver integrated financial solutions.
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Requirements:
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* QFA designation (Qualified Financial Adviser) is required.
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* Additional qualifications such as CFP, RPA, or similar are an advantage.
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* Proven experience in financial planning, retirement planning, investments, and protection products.
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* Demonstrated ability to work independently and take initiative.
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* Track record of working with high-net-worth clients and achieving sales success.
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* Strong knowledge of investment and pension products, including technical specifications and relevant tax regulations.
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* Proficiency with financial planning software and Microsoft Office.
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* Excellent analytical, communication, and interpersonal skills.
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* Ability to work both independently and as part of a team.
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* Goal-oriented mindset with a drive to meet performance targets.
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* Full, clean driving licence.
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* Must maintain up-to-date CPD records.
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* Subject to Central Bank of Ireland's Fitness and Probity Regime compliance.
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What We Offer:
The successful candidate will have the opportunity to work with a reputable company and be part of a dynamic team.
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