About This Role
We are seeking a highly motivated and experienced Qualified Financial Adviser to join our team. The ideal candidate will have a strong background in financial planning, retirement planning, investments, and life insurance/protection products.
This role involves working with clients, conducting financial assessments, and developing comprehensive financial plans tailored to their needs. You will provide ongoing financial advice and support, educate clients on financial matters, and build strong relationships with them.
Key Responsibilities:
* Conduct detailed financial assessments to understand clients' financial situation and goals.
* Develop comprehensive financial plans tailored to clients' needs.
* Provide ongoing financial advice and support to clients.
* Educate clients on financial matters, including market trends and investment options.
* Build and maintain strong relationships with clients.
* Stay up-to-date with industry regulations and best practices.
Required Skills and Qualifications:
* QFA designation required.
* CFP, RPA, or other financial designations are an advantage.
* Proficiency in BIS System or similar and Microsoft Office applications.
* Strong understanding of investment products, markets, and risk/return principles.
* Strong understanding of pension products and tax regulations.
Benefits and Other Information:
This role is office-based in Kilkenny with some regional travel involved. A full clean driving licence is required. You may be required to undergo a sales, financial planning, and/or industry knowledge-based demonstration during the recruitment process.