Expert Financial Advisor

3 days ago


Dublin, Dublin City, Ireland Abrivia Full time

The role of a Financial Planning Specialist at Abrivia involves providing high-quality financial advice to individuals, helping them achieve their goals through effective retirement planning, investments, and financial wellbeing strategies.

Your primary duties as a Financial Planning Specialist will include:

  • Offering expert guidance on pensions, investments, and wealth management to individual clients.
  • Bolstering and maintaining a robust portfolio of individual clients.
  • Assisting in the provision of member services for corporate clients.
  • Striving to meet and exceed commercial and financial targets.
  • Mentoring and contributing to the growth and development of junior team members.

To succeed in this position, you should possess:

  • CFP (Certified Financial Planner) certification or be actively pursuing it.
  • A minimum of 5 years of experience in a Financial Planning Division, with a minimum of 3 years of experience in consulting.
  • Detailed knowledge of financial, pension, and investment products.
  • Excellent relationship-building skills, allowing for the establishment of long-lasting client relationships.
  • An unwavering commitment to delivering exceptional financial outcomes for clients.
  • A collaborative work ethic, with a willingness to support and guide junior colleagues.

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