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Private client advisor

Dublin
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Client advisor
Posted: 14 June
Offer description

We are recruiting for a Private Client Consultant to join our clients growing Wealth Team. You will work as part of a team of financial planning experts, working to provide expertise and support, working collaboratively with their investment and Private Client teams. With a need to bring an innovative and commercial skillset to create positive outcomes for current clients and prospects. Overview of duties Work with the various teams to develop innovative solutions for high-net-worth clients whilst incorporating knowledge of pension, tax, protection and investment disciplines. Have a solid understanding of the pension and wealth management market and apply this knowledge with internal and external stakeholders. Support the business to deliver excellent customer outcomes in a risk conscious manner. Always comply with all Risk and Compliance frameworks, policies and procedures involved with the role Person specification Knowledge, skills and abilities: Minimum 5 years experience in a client facing role Solid understanding and knowledge of the Irish pension and tax regulations and legislation Professional qualification in a related discipline QFA qualification desirable Strong communication / presentation skills, both written and verbal Strong organisational skills, the ability to manage time and to manage projects of various sizes successfully Ability to work effectively as part of a dynamic team, and to manage key stakeholder relationships both internally and externally Skills: QFA RPA CFP Financial Advice Financial Consultant Benefits: Pension DIS Bonus Commission Great AL

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