Jobs
My ads
My job alerts
Sign in
Find a job Employers
Find

Financial adviser

Kilkenny
Optimize Recruitment
Financial advisor
Posted: 14 June
Offer description

Financial Adviser Kilkenny City Our client, who provides financial advisory solutions is renowned for fostering long-term relationships with clients. They are seeking to hire a qualified financial adviser to join their team. Duties: Conduct detailed financial assessments to understand clients' financial situations and goals. Develop comprehensive financial plans tailored to individual client needs (e.g., retirement planning, investment management, tax strategies, estate planning). Provide ongoing financial advice and adjust plans based on changes in client circumstances or goals. Educate clients on financial topics such as market trends, investment options, and risk management. Build and maintain strong client relationships to ensure satisfaction and trust. Collaborate with other financial professionals to deliver integrated financial solutions. Prepare and deliver financial presentations to individuals and groups. Conduct client meetings both online and in person. Stay informed on industry regulations, market developments, and best practices. Requirements: QFA designation (Qualified Financial Adviser) is required. Additional qualifications such as CFP, RPA, or similar are an advantage. Proven experience in financial planning, retirement planning, investments, and protection products. Demonstrated ability to work independently and take initiative. Track record of working with high-net-worth clients and achieving sales success. Strong knowledge of investment and pension products, including technical specifications and relevant tax regulations. Proficiency with financial planning software (e.g., BIS System) and Microsoft Office. Excellent analytical, communication, and interpersonal skills. Ability to work both independently and as part of a team. Goal-oriented mindset with a drive to meet performance targets. Full, clean driving licence. Must maintain up-to-date CPD records. Subject to Central Bank of Ireland's Fitness and Probity Regime compliance. Potential requirement to complete a sales, financial planning, or industry knowledge demonstration during recruitment. For additional information and a confidential discussion on this Financial Advisor position and similar opportunities contact: Sarah or Skills: QFA Financial Advisor Investment consultancy Retirement Planning Financial Advisory Financial Planning Administration Pension Funds

Apply
Create an E-mail Alert
Job alert activated
Saved
Save
Similar job
Qualified financial adviser
Kilkenny
O'Neill Foley
Financial advisor
€60,000 - €80,000 a year
Similar job
Financial adviser
Kilkenny
Optimize Recruitment
Financial advisor
Similar job
Financial adviser
Kilkenny
O'Neill Foley Accountants
Financial advisor
Similar jobs
Finance jobs in Kilkenny
jobs Kilkenny
jobs County Kilkenny
jobs Leinster
Home > Jobs > Finance jobs > Financial advisor jobs > Financial advisor jobs in Kilkenny > Financial Adviser

About Jobijoba

  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies

© 2025 Jobijoba - All Rights Reserved

Apply
Create an E-mail Alert
Job alert activated
Saved
Save