About the job #10602 - Senior Financial advisor, Cork
We are currently looking to recruit a SeniorFinancial Advisor for our highly established client in the finance industry. The role offers an impressive base salary and commission structure.
The senior financial advisor assumes corporate responsibilities such as addressing strategic financial issues, leading projects, executing corporate budgetary control,and contributing to policy, guidelines, processes,and tools development.
Responsibilities:
Reviewing account statements and preparing reports on activity for clients
Preparing client tax returns
Reviewing financial statements from investment firms to ensure accuracy and compliance with regulations
Estimating how much income a client will receive from an investment over time, based on interest rates, dividends, and other factors
Recommending new financial products or services to meet client's needs
Provide clients with financial planning services such as creating a budget or developing a retirement plan
Help clients invest their money in stocks, bonds, mutual funds, or other securities, while ensuring that they are within their risk tolerance level
Provide financial advice regarding taxes, insurance policies, home purchases, student loans, and other areas where financial expertise is needed
Requirements:
proven track record working with clients
Good working knowledge of financial products
Excellent communication and interpersonal skills and self motivated
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