Qualified Financial Advisor

Join to apply for the Qualified Financial Advisor role at Xeinadin

1 day ago Be among the first 25 applicants

Join to apply for the Qualified Financial Advisor role at Xeinadin

Vacancy Name Qualified Financial Advisor

Vacancy No VN1018

Employment Type Permanent

Duration N/A

Location City

Location Country Ireland

Company Description Xeinadin was established in 2019 when more than 100 successful, independent, business advisory and accountancy practices across the UK and Ireland came together to re-imagine the future of accountancy. Our collective mission to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships remains pivotal to our growth. It is our people who help drive our business forward, and we offer them future-focused career opportunities whilst supporting the individual specialisms. Our regional offices of over 1800 colleagues operate in collaboration across the Group, combining collective expertise to maximise our people's potential. As part of one Xeinadin, our colleagues are able to draw on expertise and support from across our UK, Ireland and central teams, as well as benefitting from being a part of their local communities.

Description Xeinadin are looking for a recently qualified Qualified Financial Advisor (QFA) to join our rapidly expanding pensions, protection and investment business.

This is an excellent opportunity for the successful candidate to fill a key position within our financial planning and advice division. You will be joining an organisation with big ambitions, helping to continue our record of providing a top-class service to our clients.

The successful candidate will find an exciting and welcoming environment at Xeinadin. Employee well-being is a key focus for the firm, with fresh fruit delivered to the office every week, and our Wellness Committee is always coming up with new initiatives.

The Social Committee is another great positive force within the office and, during the summer, staff finish up early on bank-holiday Fridays to get a head start on the weekend. The office offers a friendly and collaborative environment where our ambitious staff foster a strong team ethic.

Industry experience is desirable, and the successful candidate will have a good working knowledge of Pensions, Investments, Regulation and Financial Planning generally. As there will be a lot of client interaction, the successful candidate will need to have strong interpersonal and communication skills.

There is a strong culture of ongoing training and education in the firm, and we are delighted to support for further relevant qualifications with grants and study leave.

Key Responsibilities Responsibilities

Meeting new and ongoing clients with other team members, to assess their needs

Preparing informed advice to clients on life and pensions needs

Assessing the needs of existing clients and presenting relevant solutions

Evaluating new product options and maintaining a point of contact with pension and investment providers

Supporting on compliance matters such as AML and engagement letters

Reconciling monthly commissions

Key Requirements Experience & Skills

QFA qualified or part-qualified

Good technical Life & Pensions knowledge

Excellent written and verbal communication skills

Proficient in Microsoft Office, particularly Word, Excel, and Outlook

Additional Requirements Why Join Xeinadin

Competitive remuneration

Access to tax saver travel or bike to work scheme if required

Support for further qualifications and the scope to gain experience in a wide range of specialist areas

Challenging and interesting work

Access and exposure to wide range of clients in a variety of interesting businesses and industries

If you want to develop your career in an exciting practice environment, apply today with a cover letter outlining your experience and qualifications

Model Office Based

Salary Competitive

Benefits Benefits

• Company Pension Scheme
• 25 days of annual leave + bank holidays
• Additional annual leave days from certain levels of seniority
• Ability to buy up to 5 days of annual leave to reach a maximum of 30 days per annum
• Business closure over Christmas*
• Life Assurance x4 annual salary
• Enhanced family leave policies
• Enhanced Company Sick Pay
• Employee Assistance Programme – 24/7 support, free and confidential
• Corporate Discounts Platform
  
  

Flexible Benefits platform with ability to opt-in to various insurances (level of seniority dependent & self-funded at corporate rates) such as:

• PMI single or family
• Critical Illness Cover
• Cash plan
• Cycle to work
• Eye care
• Dental
• subject to exceptions and business needs

Seniority level

• Seniority levelEntry level

Employment type

• Employment typeFull-time

Job function

• Job functionFinance and Sales
• IndustriesAccounting

Referrals increase your chances of interviewing at Xeinadin by 2x

Sign in to set job alerts for "Qualified Financial Advisor" roles.

We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

---