Senior Financial Advisor

4 days ago

Dublin, Ireland Sigmar Recruitment Full time

Senior Financial Advisor About Your New Employer Our client, a leading financial advisory firm known for its commitment to providing expert, independent financial advice, are recruiting an experienced Financial Advisor. They have a strong presence across the Midlands, offering a dynamic and supportive work environment, and are dedicated to continuous professional development, ensuring advisors stay ahead of industry trends and regulatory changes. About Your New Job As Financial Advisor you will deliver professional financial advice that complies with the Central Bank of Irelands regulations and best practices. You will manage and grow an existing portfolio of clients, ensuring a proactive and client-focused service, and also conduct thorough research and analysis to recommend financial solutions that address a wide range of client needs. You will drive new business growth through referrals, self-generated leads, and existing client relationships and ensure all client records are maintained accurately, documenting objectives, goals, and recommendations. As Financial Advisor, you will actively participate in business development initiatives, contributing to the growth of client assets under management (AUM) and overall revenue. What Skills You Need QFA qualified. CFP is a distinct advantage. Demonstrable experience in financial advisory, with a proven track record of managing and growing client portfolios - minimum of 3 years experience. A high level of commercial awareness and the ability to identify opportunities for business growth. Deep knowledge of financial planning, including pensions, investments, tax-efficient strategies, and holistic planning. Whats on Offer Competitive salary and performance-based incentives. Hybrid working set up. Opportunities for professional growth and development. Whats Next Apply now by clicking the Apply Now" button or contact Aoife Lowe on or . If the job isnt quite right but you are looking for something similar, please get in touch. We also have multiple Temp, FTC, and Contract jobs available. Skills: Financial Advisor Senior Financial Advisor Financial Planner Benefits: See Description

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