Financial Adviser

Q Financial Advisor 7
  • €50,000 - 60,000
  • Cork, Republic of Ireland

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

  • €50- €60k
  • Bonus & benefits
  • Work mobile & laptop provided.
  • Normal working expenses paid i.e. mileage, lunch etc.

What's Next

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

Apply for this role