Financial Adviser

4 weeks ago


Dublin, Dublin City, Ireland Integrity Talent Solutions Full time
Overview

As a home based Financial Adviser, you will call high-net-worth leads provided, qualifying, scheduling and conducting face-to-face appointments. You will meet with prospective clients with the goal of gathering new investment clients for the firm. This position is highly entrepreneurial and involves extensive calling (although no cold-calling) and direct consultative selling to close business. You will be supported by dedicated portfolio management and client service groups who manage the transition and retention of client relationships, allowing you to focus purely on client acquisition.


Responsibilities
  • Qualify high-net-worth leads provided by the firm
  • Schedule and conduct face-to-face appointments
  • Develop new investment clients for the firm through consultative selling
  • Collaborate with portfolio management and client service teams to ensure smooth client onboarding and retention
  • Focus on client acquisition while leveraging internal support

Qualifications
  • Professional Diploma in Financial Advice (QFA) required.
  • Consistent and quantifiable individual sales success with high-net-worth individuals
  • Quantifiable track record in closing new investor business
  • Proven closer with outstanding documented sales ability
  • Optimistic outlook; see failures as opportunities to improve and find solutions
  • High activity orientation and persistent through setbacks
  • Ability to connect with a wide array of audiences through dynamic interpersonal skills
  • Highly ethical and professional

Seniority level
  • Mid-Senior level

Employment type
  • Full-time

Job function
  • Finance

Industries
  • Investment Advice and Financial Services
#J-18808-Ljbffr

  • Dublin, Dublin City, Ireland Omega Financial Management Full time

    3 days ago Be among the first 25 applicantsOmega financial Management is a specialist in providing Wealth Management and Financial services to members of professional bodies. Our clients are predominantly Dentists, GP's, Surveyors, Physiotherapists and Veterinary consultants. Our dynamic business is growing continually and requires a Senior Financial Adviser...


  • Dublin, Dublin City, Ireland Unio Financial Services Ltd Full time

    OverviewJoin to apply for the Private Client Adviser role at Unio Wealth Management.We are Unio. Unio specialises in wealth management and employee benefit consultancy and has over 30 years' experience advising companies and personal investors, backed by Great-West Lifeco, via its Irish subsidiary Irish Life Group. With offices in Dublin, Cork, Limerick and...

  • Money Adviser

    2 weeks ago


    Dublin, Dublin City, Ireland Dublin South MABS Full time

    OverviewThe Money Advice and Budgeting Service (MABS) is a national, free, confidential and independent service, providing advice and support to people in debt or in danger of getting into debt. Each MABS company is rooted within the communities they serve, and staff work with clients to enable them to cope with immediate debt problems and assist clients...

  • Financial Advisor

    4 weeks ago


    Dublin, Dublin City, Ireland Cpl Healthcare Full time

    Senior Financial Adviser (QFA)About the RoleOn behalf of our client, we are seeking a highly motivated and experienced Senior Financial Adviser (QFA) to join their team.This is a field sales role based in Dublin 18, with travel required across parts of Leinster.The successful candidate will manage an existing portfolio of clients while also driving business...

  • Financial Advisor New

    2 weeks ago


    Dublin, Dublin City, Ireland CPL Full time

    Senior Financial Adviser (QFA)About the RoleOn behalf of our client, we are seeking a highly motivated and experienced Senior Financial Adviser (QFA) to join their team. This is a field sales role based in Dublin 18, with travel required across parts of Leinster.The successful candidate will manage an existing portfolio of clients while also driving business...

  • Tax Manager

    3 weeks ago


    Dublin, Dublin City, Ireland Strata Financial Limited Full time

    The Company Strata Financial is one of Ireland's top 20 leading accounting practices, offering a comprehensive range of services, including accounting, auditing, tax, management, compliance, and restructuring.We work with clients across diverse industries, such as music, hospitality, SMEs, property, and franchising.We focus on delivering a strategic...


  • Dublin, Dublin City, Ireland beBeeregulation Full time €80,000 - €125,000

    Financial Regulation SpecialistWe are seeking an experienced and skilled Financial Regulation Specialist to join our Corporate and Business law team. As a key member of the team, you will advise and represent clients on financial regulatory issues, including authorizations, outsourcing, conduct of business, and prudential roles.In this role, you will develop...

  • Tax Manager

    3 weeks ago


    Dublin, Dublin City, Ireland Strata Financial Full time

    6 days ago Be among the first 25 applicantsDirect message the job poster from Strata FinancialTalent & HR Consultant | Head of Talent | Executive Search| Co Founder Neurodiversity Ireland - CHY 23074 | Driving impactful organisational change |…The Role – Tax ManagerThe CompanyStrata Financial is one of Ireland's top 20 leading accounting practices,...


  • Dublin, Dublin City, Ireland Search Talent Full time

    OverviewJunior Financial Planners with the QFA coming from a brokerage or banking background - this is an excellent opportunity for you to join a fantastic brokerage in Dublin.Search Talent are seeking an experienced Financial Advisor to join a growing Financial Planning & Wealth Management Team within a financial advisory firm that have a strong footprint...


  • Dublin, Dublin City, Ireland Search Talent Full time

    OverviewJunior Financial Planners with the QFA coming from a brokerage or banking background - this is an excellent opportunity for you to join a fantastic brokerage in Dublin.Search Talent are seeking an experienced Financial Advisor to join a growing Financial Planning & Wealth Management Team within a financial advisory firm that have a strong footprint...