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Senior Financial Advisor

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Top Wealth Management Company is looking for a Senior Financial Advisor to join this growing Company - candidate must have Investments, Pension & Income Protection experience

Senior Financial Advisor

Salary –60,000 Euro to 65,000 Euro

Financial Advisor key duties:

  • Onboard new clients
  • Manage own pipeline
  • Ability to assess and analyse clients’ financial circumstances to determine their requirements
  • Ensure client meetings are conducted in a timely efficient manner
  • Make recommendations and provide solutions to client’s requirements
  • Manage implementation of product recommendations
  • Responsible for the compliance around new product implementation

Required skills and experience:

  • Must have QFA designation
  • 5+ years experience
  • Confident with clients
  • A proactive approach to developing this function
  • Results-driven & objective focused
  • Self-starter with a high degree of initiative without needing direction
  • Expert knowledge of investments, pensions, protection, and savings products
  • Ability to work as part of a team
  • Proficiency in Microsoft Office, Excel, and Microsoft Outlook
  • Ability to be flexible and adaptable
  • Knowledge of Wealthtrack and Voyant would be a significant advantage

If you are interested in this role, please contact me on darragh.oboyle@robertwalters.com or 0858154571

This role is managed by Walters People entity which is a temporary recruitment agency.

Contract Type: FULL_TIME

Specialism: Banking & Financial Services

Focus: Private Wealth Management

Industry: Financial Services

Salary: €60,000 - €70,000 per annum

Workplace Type: Hybrid

Experience Level: Mid Management

Location: Dublin City Centre

Job Reference: C8ZVCB-2A0BDADA

Date posted: 09 July 2024

Consultant: Darragh O'Boyle

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