Financial Advisor

3 weeks ago


Dublin, Dublin City, Ireland Robert Walters Ireland Full time

Top Wealth Management Company is looking for an experience Financial Advisor to join this growing team - 1 day in the office 4 days working from home

Salary – 60,000 Euro

Hybrid model - 1 day in the office, 4 days working from home

  • Onboard new clients
  • Manage own pipeline
  • Ability to assess and analyse clients' financial circumstances to determine their requirements
  • Ensure client meetings are conducted in a timely efficient manner
  • Make recommendations and provide solutions to client's requirements
  • Manage implementation of product recommendations
  • Responsible for the compliance around new product implementation

Required skills and experience:

  • Must have QFA designation
  • 5+ years experience
  • Confident with clients
  • A proactive approach to developing this function
  • Results-driven & objective focused
  • Self-starter with a high degree of initiative without needing direction
  • Expert knowledge of investments, pensions, protection, and savings products
  • Ability to work as part of a team
  • Proficiency in Microsoft Office, Excel, and Microsoft Outlook
  • Ability to be flexible and adaptable
  • Knowledge of Wealthtrack and Voyant would be a significant advantage

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

About the job

Contract Type: Permanent

Specialism: Insurance

Focus: Brokerage

Salary: Up to €60,000 per annum

Workplace Type: Hybrid

Experience Level: /experience-level/Associate

Come join our global team of creative thinkers, problem solvers and game changers. We offer accelerated career progression, a dynamic culture and expert training.

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