Role Description
This is a full-time, on-site role based in Cork for a Senior Financial Advisor. The Senior Financial Advisor will work directly with individual and corporate clients to provide personalized financial planning and investment strategies. Responsibilities include conducting financial assessments, developing tailored financial plans, advising on investment and asset management, and ensuring compliance with regulatory standards. The role requires consistent relationship management to build trust and long-term client satisfaction.
Qualifications
Expertise in financial planning, investment strategy, and retirement solutions
Strong skills in client relationship management and interpersonal communication
Thorough understanding of regulatory compliance and tax advisory practices
Ability to analyze and interpret financial data to identify optimal solutions
QFA or CFP® certification; additional relevant qualifications are a plus
Proven experience in the financial services industry, ideally in a senior role
Self-motivated, organized, and capable of managing multiple client accounts effectively
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