Overview:
An exciting opportunity has arisen for an experienced and client-focused Financial Advisor to join a dynamic financial advisory team. The ideal candidate will play a key role in managing client relationships, delivering expert financial advice, and supporting the development of long-term financial planning strategies.
Key Responsibilities:
1. Develop life, pension, and investment business from an existing client base while proactively sourcing new clients
2. Identify cross-selling opportunities and contribute to growth targets
3. Provide comprehensive advice based on clients' financial needs and objectives
4. Conduct regular portfolio reviews and suggest adjustments as needed
5. Maintain strong, long-term client relationships through consistent communication and follow-up
6. Manage the full application process for new business from start to finish
7. Onboard new clients and conduct presentations for group pension scheme members
8. Prepare quotations and process new business and renewals (Personal, Executive, Group)
9. Ensure all client files are fully compliant with current regulatory standards
10. Stay informed on economic trends, regulatory updates, and financial product developments
11. Support junior advisors and assist in team training and knowledge sharing
12. Contribute to ad hoc duties and special projects as required
Requirements & Skills:
13. QFA designation is essential
14. Minimum 2 years of experience in financial advisory or wealth management
15. Strong knowledge of pensions, protection, and investment products
16. Familiarity with group pension and mortgage products is an advantage
17. In-depth understanding of compliance and AML requirements
18. Proven ability to provide advice across a broad range of financial products
19. Excellent communication, analytical, and interpersonal skills
20. Self-motivated with the ability to work independently and as part of a team
21. Results-driven and highly organised
22. Strong computer skills, including Microsoft Office
Regulatory Note:
This is a Controlled Function role under the Central Bank of Ireland's Fitness and Probity Regime. The successful candidate must fully comply with all relevant standards at all times.
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