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Financial advisor

Eden Recruitment Ltd.
Financial advisor
Posted: 18 November
Offer description

On behalf of my client based in Dublin, we are hiring aFinancial Advisorto join their team.The Financial Advisor will have two core functions:1. Client Relationship & Advisory• Act as a financial adviser to an assigned book of existing clients.• Deliver financial planning and advice across pensions and investments• Conduct client reviews to ensure plans remain aligned with their goals and life stage,• Update and adapt financial plans as client circumstances evolve, providing clear recommendations.• Be the main point of contact for client queries — ensuring responsive and professional engagement.2. Technical Investment Oversight• Serve as a technical investment expert within the advisory team.• Review and monitor client portfolios to ensure:o All client cash is invested appropriately, in line with their financial plan.o Portfolios remain aligned with strategic asset allocations and risk profiles.• Conduct ongoing research into investment products, funds, and asset allocation strategies.• Identify opportunities to enhance portfolio efficiency, reduce idle cash, and improve diversification.• Collaborate with the investment committee to maintain consistency across client recommendations.This is a great opportunity for someone to join a wonderful company and the role offers Hybrid working.

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