Investment Advisor Role

3 days ago


Dublin, Dublin City, Ireland The Panel Group Full time

The Panel Group is a leading financial planning and advisory firm based in South Dublin. We are currently seeking an Investment Advisor Role who can provide expert advice and guidance to our clients.

Responsibilities:
  • Meet with new clients and guide them through the financial planning process
  • Identify needs and opportunities for new business
  • Conduct annual client reviews

To succeed in this role, you will require strong investment knowledge, excellent communication skills, and the ability to work independently as well as part of a team.


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