Qualified Financial Advisor

Job Details: Qualified Financial Advisor

Full details of the job.

Vacancy Name: Qualified Financial Advisor

Vacancy No: VN1018

Employment Type: Permanent

Location: Ireland

Company Description: Xeinadin Group 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.

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:

1. Meeting new and ongoing clients with other team members, to assess their needs
2. Preparing informed advice to clients on life and pensions needs
3. Assessing the needs of existing clients and presenting relevant solutions
4. Evaluating new product options and maintaining a point of contact with pension and investment providers
5. Supporting on compliance matters such as AML and engagement letters
6. Reconciling monthly commissions

Key Requirements:

1. QFA qualified or part-qualified
2. Good technical Life & Pensions knowledge
3. Excellent written and verbal communication skills
4. 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 a 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.

Job Type: Full-time

Schedule: Monday to Friday

Ability to commute/relocate: Ballsbridge, Dublin, CO. Dublin D04

Application question(s): Have you secured the QFA designation?

Language: English (required)

Work authorisation: Ireland (required)

Work Location: In person

Model: Hybrid

Salary: Competitive

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

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