Wealth Management Advisor

5 days ago


County Dublin, Ireland Rockwell Financial Management Full time
About Rockwell Financial Management
We are a dynamic and industry-renowned financial planning business based in Ireland, dedicated to delivering exceptional wealth management services to our clients. We pride ourselves on excellence, integrity, and innovation in all aspects of our business.
We are seeking ambitious, motivated individuals who are looking for the next step in their career to join our team as Financial Planners.

We believe our Financial Planners should be spending their time with clients, not completing administrative tasks. To this end, we have developed a system that streamlines paperwork, freeing up our planners to deliver exceptional results.
The Role of a Financial Planner
As a Financial Planner, you will be responsible for delivering expert, independent financial advice to a broad range of clients, guiding them towards their financial goals with tailored solutions. You will also have the opportunity to manage an established client portfolio while actively pursuing new business opportunities.You will need to possess a strong understanding of technical knowledge, excellent communication skills, and a proven track record of performance in meeting and exceeding agreed KPIs. Experience with Voyant software is an advantage but not essential.

We offer a range of benefits, including an attractive bonus structure, work-from-home options, pension scheme, group life assurance, income protection, and minimum 23 days annual leave. Full financial support for further education is also provided.



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