Strategic Financial Advisor

2 days ago

Dublin, Dublin City, Ireland beBeeCareer Full time €120,000 - €200,000
Financial Planning Role

We are dedicated to helping business owners and entrepreneurs achieve financial freedom through strategic planning.

About Us

We specialize in reducing costs, minimizing taxes, and maximizing long-term wealth for our clients. Our team is passionate about delivering exceptional client service and providing tailored solutions to meet their unique needs.

Your Responsibilities
  • Advising clients on pensions, investments, and protection products to help them grow and protect their wealth.
  • Creating personalized financial plans that align with their personal and business goals.
  • Staying ahead of market trends and industry changes to provide up-to-date advice.
  • Building lasting relationships and providing ongoing support as their financial needs evolve.
Requirements
  • 5+ years of experience in financial advising, with a strong background in pension, investment, or protection products in the Irish market.
  • QFA qualification required, additional qualifications a bonus.
  • A passion for working with business owners and ability to explain complex concepts simply.
  • A results-driven mindset, excellent communication skills, and commitment to top-tier client service.
Benefits
  • Flexible work arrangements.
  • Pension scheme.
  • Group life assurance.
  • Parking facilities.

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