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Wealth Management Advisor

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County Dublin, Ireland 360 Search Full time

Wealth management is a critical aspect of personal finance, involving the management of assets, investments, and liabilities to achieve financial goals. As a Senior Financial Planning Consultant, you will play a key role in helping clients navigate this complex landscape. Your responsibilities will include providing expert financial planning advice, building and managing client relationships, and identifying new business opportunities through networking and professional contacts. You will also need to maintain up-to-date knowledge of industry trends, financial products, and regulatory requirements, as well as stay informed on developments within pension schemes, life assurance products, and investment portfolios. This role requires a minimum of 5 years experience in financial planning, wealth management, or a similar advisory role, as well as relevant professional qualifications such as QFA, RPA, SIA, or CFP. Strong interpersonal and communication skills are essential for success in this position.