Portfolio Strategist

4 days ago


Cork, Cork, Ireland beBeeFinancial Full time €85,000 - €110,000
Client Portfolio Manager Role

We are seeking a skilled Client Portfolio Manager to play a key part in delivering advisory support to clients across the Retirement business.

  • Key Responsibilities:
    • Building trusted relationships with clients and helping them make well-informed decisions on pensions, protection, and investment products.
    • Collaborating across teams to deliver joined-up advice that supports long-term financial wellbeing.
    • Contributing to key Financial Planning projects that shape the way we serve our clients and grow our offering.
Requirements
  • Proven experience as a paraplanner or financial advisor is highly desirable.
  • Must be QFA (Qualified Financial Advisor) & RPA (Retirement Planning Advisor) certified.
  • Strong organisational skills and the ability to follow a defined process meticulously.

At our organization, we trust you to know your work and the people, tools and environment you need to be successful. We encourage requests for flexible working arrangements.

Our Culture

  • Encouraging teamwork and collaboration
  • Investing in employee development
  • Supporting work-life balance


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