Job Title: Private Financial Advisor
Location: East Galway
Hybrid working policy: This client operations a 3 days in/2 days from home policy however there is flexibility with this.
Level of responsibility: Applications are welcome from experienced Financial Planners with 2+ year’s Financial Planning experience. There are FP and Senior FP roles on offer.
Benefits include: Pension of up to 8% matching, Death in Service x 4, Income Protection, 25 days AL, Irish Bank holidays and 1 extra US Bank holiday – can also buy up to 5 additional AL days per annum, flexible working.
My client, a leading and reputable benefits and wealth management brokerage is seeking a Private Financial Private Client Advisor.
This is an exciting time to join this brokerage. Due to business expansion throughout Ireland, they are recruiting for a number of roles across their private client and Employee Benefits divisions.
For a confidential chat, with no commitment to apply, please feel free to contact Louisa Poinboeuf at louisa@sigmar.ie
Key Responsibilities of this Financial Advisor job role:
- Be a trusted financial adviser to clients
- Recommend and provide solutions to meet client's needs while also building relationships
- Undertaking a full review of the client's financial needs and goals
- Required to meet conversion and new business targets.
- Fully comply with relevant compliance requirements
Requirements and skills needed for this role:
- At least 2 years as a financial advisor
- Great communication skills.
- QFA or CFP qualifications are essential
Competitive salary, commission structure and benefits package and the opportunity to work with a well-established and progressive company.
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