About Your New Career As a Financial Advisor you will provide professional financial guidance that adheres to the Central Bank of Ireland's regulations and best practices.
You will manage and grow an existing portfolio of clients, ensuring a proactive and client-focused service, and also conduct thorough research and analysis to recommend financial solutions that address a wide range of client needs.
The successful candidate will drive new business growth through referrals, self-generated leads, and existing client relationships. Additionally, you will ensure all client records are maintained accurately, documenting objectives, goals, and recommendations.
About This Role
* Pursue professional development opportunities to stay ahead in your career as a Financial Advisor
* Foster strong relationships with clients built on trust, understanding their needs for tailored advice
* Serve as an expert advisor across various areas including pensions investments tax-efficient strategies holistic planning
,