Senior Financial Adviser

1 day ago

Dublin, Dublin City, Ireland Omega Financial Management Full time

3 days ago Be among the first 25 applicants

Omega 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 to augment our current financial consulting team. This position is based at our head office in Sandyford Dublin with the successful candidate working in the field covering parts of Leinster.

OUTLINE OF POSITION

The successful candidate will have at least 5 years advisory and servicing experience preferably with high net worth clients who have a need for qualified advice. They will be required to look after an existing book of clients and be able to further develop a client base. The individual will be required to produce and present appropriate financial solutions in the area of wealth management, income protection and financial services. Building client relationships and enhancing the reputation and brand awareness of the company will also be key.

Meeting clients
Providing financial advice to a new and existing client base
Managing and continuously building relationships with the client portfolio
Developing new business opportunities through internal and external channels
Achieving agreed sales targets and team-based goals
Adhering to standards/codes/rules set by regulators
Increasing our brand awareness and be an ambassadorial presence in our marketplace

BENEFITS

Bonuses applicable

REQUIRED EXPERIENCE AND QUALIFICATIONS:

All applicants must be fully QFA qualified – minimum requirement for this role and a third level qualification.
At least 5 years advisory experience in financial services.
An ability to work with an existing client base to develop and grow that book
Excellent knowledge of investment products, markets and the associated risk / return rationale
Excellent knowledge of all pension products, their technicalities and their associated tax guidelines.
Strong interpersonal, problem solving and relationship management skills.
An ability to plan and organise to maximise the efficiency of the role.
Flexible and adaptable to many varied situations as they arise.
Good understanding of the conduct of business requirements set out under MiFID regulations and the Consumer Protection Code 2012.
Be able to work as part of a team.
A high level of accuracy/attention to detail.
An ability to prioritise workload.
Able to work on their own initiative

JOB TYPE : FULL TIME

Additional pay: Performance bonus
Schedule: 8 hour shift
Education: Bachelor's (required)
Experience: Financial services: 5 years (required)
Licence/Certification: Have you a QFA Qualification (required)
Drivers licence: YES

Seniority level

Seniority levelMid-Senior level

Employment type

Employment typeFull-time

Job function

Job functionFinance and Sales

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