Remote Financial Advisor

7 days ago

Dublin, Dublin City, Ireland 360 Search Full time

This range is provided by 360 Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

We are seeking a dynamic and highly motivated Remote Financial Advisor for a well-established Financial Service broker.

In this role, you will play a pivotal part in business development while also managing and servicing existing leads and clients. Your primary responsibilities will include providing personalized financial advice, conducting comprehensive financial analysis, and recommending tailored strategies for wealth growth and protection. You will assist clients in setting and achieving their financial goals, ensuring their financial well-being and long-term success.

Key Responsibilities:

  • Develop and execute business development strategies to expand the client base and generate new opportunities.
  • Engage with prospective clients, assess their financial needs, and provide customized financial planning solutions.
  • Manage and service leads as well as existing clients, ensuring regular communication and proactive financial advice.
  • Conduct in-depth financial analysis, evaluating clients' current financial status, investment portfolios, and long-term objectives.
  • Recommend and implement investment strategies, retirement planning solutions, insurance options, and other financial products to support clients' financial goals.
  • Stay updated on financial markets, investment trends, and regulatory changes to provide informed and up-to-date advice.
  • Ensure all financial advisory activities comply with legal and ethical standards, maintaining strict confidentiality and integrity.
  • Utilize financial software and tools to generate reports, analyze data, and provide comprehensive financial insights.
  • Foster long-term relationships with clients through ongoing financial education, periodic reviews, and proactive guidance.
  • Collaborate with internal teams and external stakeholders to ensure seamless service delivery and operational efficiency.

Qualifications & Experience:

  • QFA (Qualified Financial Advisor) Certification – fully qualified and in good standing.
  • Proven experience in financial planning, investment management, and retirement planning.
  • Strong knowledge of financial products, services, and regulatory requirements in the industry.
  • Demonstrated ability to build and maintain strong client relationships with a focus on exceptional customer service.
  • Excellent communication, interpersonal, and problem-solving skills to engage with clients effectively.
  • Strong analytical skills with the ability to interpret complex financial data and provide sound recommendations.
  • Proficiency in financial software and tools for data analysis, financial modeling, and reporting.
  • Ability to work independently in a remote setting while maintaining a high level of motivation and accountability.
  • Commitment to ongoing professional development and adherence to ethical financial advising standards.
  • Experience in business development or sales within the financial sector is a strong advantage.
Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Sales and Strategy/Planning

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