Financial Advisor

3 weeks ago


Dublin, Dublin City, Ireland Walters People Full time
Top Wealth Management Company is looking for a Financial Advisor to join this growing team

Role – Financial Advisor

Permanent

Salary – 50k to 75k

Key Responsibilities
Conduct comprehensive financial assessments and financial reviews for clients to understand their financial goals, current financial status, and risk tolerance.


Develop customised financial plans tailored to clients' individual needs and objectives, incorporating investment strategies, retirement planning, estate planning, and risk management.


Provide ongoing financial guidance and support to clients, monitoring their progress towards their financial goals and making adjustments to their plans as needed.

Educate clients on various financial products and services available to them, explaining complex financial concepts in an understandable manner.


Stay informed about changes in the financial industry, including regulations, market trends, and new products/services, and incorporate this knowledge into client recommendations.


Requirements
(QFA) qualification is mandatory.

Previous experience in a client-facing financial advisory role is required.

Strong understanding of financial principles, products, and services.

Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.

Proven ability to develop and implement comprehensive financial plans.

Ability to work independently and as part of a team in a fast-paced environment.

High level of integrity and ethical conduct.

Additional certifications such as Retirement Planning Advisor (RPfA) or Certified Financial Planner (CFP) are advantageous.

Experience working with clients in the Irish market is preferred.

If you are interested in this role, please contact me on or

This role is managed by Walters People entity which is a temporary recruitment agency.
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