Financial Adviser

Financial Adviser

Cork City

About Your New Role as a Financial Advisor

A leading financial consultancy firm based in Cork are looking for a Qualified Financial Adviser/ Planner.

About Your New Role as a Financial Adviser

You will be responsible for providing financial planning/wealth management advice to the firm's clients.

Develop life, pension, and investment business from the firms existing client base and from your own personal business connections.
Meeting with new clients and taking them from the initial meeting right through the various stages of the financial planning process.
Work with clients to ascertain their goals and objectives and ensure their financial structure is aligned to achieve these.
Analyse, develop and implement comprehensive financial plans to clients.
Analyse prospective client's investment portfolios and financial planning at onboarding stage.
Manage your own pipeline.
Manage client communications.
Work with client's other professional advisors / specialists (tax, legal, accounting, corporate finance).
Undertake annual client reviews.
Attend workshops (internally and externally) and manage their own continuing professional development (CPD) and record same.

What Skills You Need as a Financial Adviser

QFA qualified (minimum).
CFP qualified (advantageous).
5 years+ experience as a Financial Adviser dealing with the Irish market.
Proficient knowledge of Investment, Pension & Protection company products, offerings, and on-line systems.
Proficient in MS Word, Excel, and Outlook.
Demonstrable experience of effectively managing direct client communications.
Ability to build trusted relationships with clients and provide excellent service.
Results-driven & objective focused with the ability to meet annual targets.
High degree of initiative without needing direction

What’s On Offer

What's Next

If you are interested and meet the above requirements, apply by clicking "Apply Now" or contact Marie on 021-4847133, modriscoll@sigmar.ie