Expert Wealth Manager

8 hours ago

Dublin, Dublin City, Ireland beBeeWealth Full time €60,000 - €100,000

Job Description:

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As a Senior Financial Adviser, you will manage an existing portfolio of high-value clients, delivering tailored financial solutions and building long-term relationships. This field sales role is based in Dublin 18, with travel required across parts of Leinster.

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About the Role:

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We are seeking a highly motivated and experienced professional to join our team as a Senior Financial Adviser. In this role, you will be responsible for providing expert financial advice to new and existing clients, managing and growing an established client portfolio, and developing new business opportunities through various channels.

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Key Responsibilities:

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  • ">
  • Provide expert financial advice to new and existing clients">
  • Manage and grow an established client portfolio">
  • Develop new business opportunities through various channels">
  • Deliver financial solutions in areas such as wealth management, pensions, and protection">
  • Represent the business as a trusted adviser in the marketplace">
  • Meet agreed sales targets and contribute to team goals">
  • Ensure compliance with all regulatory requirements">
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Candidate Profile:

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To succeed in this role, you will need to have:

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  • ">
  • Fully QFA qualified (minimum requirement)">
  • Minimum of 3 years' experience in financial advisory services">
  • Strong knowledge of pensions, investments, and associated tax/regulatory requirements">
  • Ability to grow and manage client relationships effectively">
  • Excellent interpersonal, problem-solving, and communication skills">
  • Strong organisational and planning capabilities">
  • High attention to detail with the ability to prioritise workload">
  • Flexible, adaptable, and able to work both independently and as part of a team">
  • Good knowledge of MiFID regulations and the Consumer Protection Code 2012">
  • Full driver's licence required">
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What's on Offer:

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We offer a competitive performance-related bonus structure, underground parking, and a full-time permanent role.

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