Financial Advisor

We are currently working with a Wealth Management firm who are looking to hire a Financial Advisor to join their team in Dublin. This position involves managing an established client portfolio while also focusing on growing new business opportunities. Responsibilities:

• Manage and grow an existing portfolio of clients, ensuring a proactive client focused service
• Drive new business growth through referrals, self-generated leads, and existing client relationships
• Ensure all client records are maintained accurately
• Conduct thorough research and analysis to recommend financial solutions that address a wide range of client needs
• Stay ahead of industry trends, regulatory changes and market developments

Requirements:

• Fully QFA qualified
• In-depth knowledge of financial regulations, markets and industry practices
• Demonstrable experience in financial advisory, with a proven track record of managing and growing client portfolios
• Excellent communication and interpersonal skills
• A high level of commercial awareness

For more information on this Financial Advisor Job or to discuss in more detail, contact Aoife Stokes at

[email protected] or apply directly below.