Associate Director | Recruiting Top Talent within Financial Planning & Wealth Management
Our client, a reputable and expanding Financial Planning firm, is seeking an experienced Financial Advisor to join their professional team at providing unbeatable financial advice and solutions to their clients. This is a rewarding and progressive opportunity for the successful candidate!
Dublin City Centre Based with Hybrid Working Options
The Role:
Identify financial services needs with potential and existing clients
Provide professional best advice and consultation with respect to needs
Make recommendations and provide solutions to client’s requirements
Ensuring adherence to compliance regulations and standards
Build and maintain strong relationships with clients
Work to agreed targets and standards
What You Need:
At least 3+ years experience in a financial sales role, ideally in a brokerage firm or banking / life company
Must be QFA qualified at a minimum, RPA / CFP a distinct advantage
Strong knowledgeable of Life, Pensions and Investment products
A positive working attitude with ability to work on own initiative
Confident and professional with their approach to work
An excellent and proven track record of meeting targets
A very competitive package is on offer for the successful candidate!
Please apply through the portal or send your cv to nmccabe@eirkoo.ie if you would like to be considered for this opportunity.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Consulting
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