Engage People Recruitment

Financial Advisor

Engage People Recruitment

Dublin, County Dublin, Ireland (Hybrid) · Full Time

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Experience
2+ yrs
Salary
EUR 50,000 – EUR 65,000 / year
Openings
1
Posted
1 week ago
Work mode
Hybrid
Resume
Required to apply

Where you'll work

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Job description

About the Role

Join a reputable financial services company where your guidance will significantly influence clients' financial futures. This position involves close client interaction, assisting them with essential financial decisions through reliable systems and a continuous supply of warm leads. The company places a strong emphasis on workforce development, offering excellent training, defined career progression paths, and a culture that champions internal promotion, making it an excellent platform for career growth in financial planning.

Key Responsibilities

  • Deliver customised financial advice to a diverse client portfolio
  • Design and execute personalised financial strategies
  • Utilise financial planning software to model and demonstrate scenarios to clients
  • Oversee and expand an existing client base
  • Foster enduring, trust-based client relationships
  • Stay informed about industry trends and regulatory updates
  • Collaborate with internal departments to ensure seamless client service

Candidate Profile

  • Holder of QFA qualification with a minimum of two years' experience in financial advisory or planning
  • Deep knowledge of investments, pensions, and protection products
  • Effective communicator capable of conveying complex concepts in an understandable manner

Compensation and Benefits

  • Competitive salary ranging between €50,000 and €65,000
  • Attractive commission scheme
  • Hybrid work arrangement with one day per week in the office
  • Comprehensive training and ongoing professional development
  • Defined career advancement opportunities prioritising internal promotion
  • Contemporary office setting
  • Provision of warm client leads

How they work

Communication Teamwork & Collaboration Customer Focus Learning Agility Relationship Building
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