Senior Financial Advisor
Dublin, County Dublin, Ireland · Full Time
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- Experience
- Any
- Salary
- —
- Openings
- 1
- Posted
- 2 days ago
- Work mode
- In office
- Education
- Qualified Financial Advisor (QFA)
- Resume
- Required to apply
Where you'll work
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Job description
Overview
Our client, a prominent brokerage experiencing significant growth, is seeking multiple experienced Financial Advisors to contribute to its expanding assets under management and client portfolio. The role involves collaboration within a dedicated team of financial planning consultants, focused on delivering tailored financial strategies that meet diverse client needs.
Key Responsibilities
- Develop customized financial planning solutions for both new and existing clients.
- Provide expert advice on areas including protection, savings, investments, pensions, and retirement planning tailored for PAYE employees and self-employed individuals.
- Conduct comprehensive financial assessments and risk evaluations for clients.
- Perform detailed fact-finding exercises to identify clients' financial objectives and goals.
- Expand the client base through lead generation, referrals, and identifying new business opportunities.
- Foster and maintain enduring client relationships to enhance customer loyalty.
- Ensure compliance with internal policies, procedures, and relevant industry regulations.
- Proactively generate new life, investment, and pension business through commercial initiatives, with support available.
- Meet established performance targets and service standards.
Candidate Profile
- Substantial experience as a Financial Planner or Advisor within financial services; brokerage background is advantageous.
- Possession of Qualified Financial Advisor (QFA) certification; Certified Financial Planner (CFP) accreditation preferred.
- In-depth understanding of Life, Pension, and Investment products.
- Comprehensive knowledge of Irish pension legislation and regulatory frameworks.
- Familiarity with cash flow modelling tools; experience with CashCalc software is a plus.
- Demonstrates a proactive approach with the ability to work independently.
- Proven history of successfully achieving business targets.
- Excellent verbal and written communication and presentation skills.
- Strong organizational abilities with effective time management and project handling capabilities.
- Capable of thriving within a dynamic team setting and managing relationships with key stakeholders internally and externally.
Contact Information
For more details or to apply, please reach out to David O'Beirne from Search Talent at 01 963 9312 or via email at davidob@searchtalent.ie.