Financial Services Expert

8 hours ago

Dublin, Dublin City, Ireland beBeeFinancialAdvisor Full time €40,000 - €80,000
Expert Financial Advisor Role

We are seeking a skilled and experienced financial advisor to join our team as an expert in providing tailored financial solutions. As a key member of our advisory team, you will be responsible for delivering high-quality financial advice that meets the needs of our clients.

You will conduct thorough research to provide the most appropriate recommendations to clients and be actively involved in generating new business opportunities. This role is ideal for ambitious individuals who are passionate about growing within the financial services sector and providing top-tier advisory services.

Key Responsibilities:
  • Deliver professional financial advice that aligns with regulatory standards and procedures.
  • Build and expand your client portfolio through a mix of self-generated leads, referrals, and existing clients.
  • Identify and address a wide range of financial planning needs, helping clients achieve their financial objectives.
  • Drive business growth by increasing client assets under management (AUM) and revenue, while maintaining a high standard of proactive service.
The Ideal Candidate

This position requires extensive experience in financial advisory, with a proven track record of managing and growing client portfolios. You should possess a high level of commercial awareness and the ability to identify opportunities for business growth.

Excellent communication and interpersonal skills are essential, with the ability to build trust and explain complex information clearly. Strong organisational skills, with a focus on accuracy and attention to detail, are also required.

A deep knowledge of financial planning, including pensions, investments, tax-efficient strategies, and holistic planning, is necessary for this role. A client-centric approach, prioritising strong, long-term relationships and exceptional service delivery, is expected.

Required Skills and Qualifications
  • QFA: In-depth knowledge of financial regulations, markets, and industry practices.
  • Strong leadership qualities and the ability to mentor junior advisors if required.
  • Proficient in using financial planning software and tools.
  • Cash Flow Modelling.
  • Financial Planning.
  • Target Driven.

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