Job description

Private Client Advisor                             c€40,000 DOE +Benefits

This is an exciting opportunity to join a growing and dynamic team and be part of a business at the leading edge of the Wealth Management in Ireland. 

Responsibilities:

• Work closely with the Private Client Advisors to construct and assess scenarios based on the clients’ needs and objectives using Voyant financial planning software.
• Liaise directly with clients, and external providers, to assist and clarify details feeding into a client’s financial plan.
• Identify and communicate any additional opportunities to the Private Client Advisors that may be appropriate for the client.
• Contribute towards client meetings through presentation of Voyant plans and live build out of any new scenarios as relevant.
• Prepare reports outlining wealth and cashflow projections, personal financial goals and advice relating to the actions required to meet the clients’ objectives.

Requirements:

• QFA (minimum) or equivalent.
• CFP part or fully certified (working toward this qualification will be an advantage).
• Strong technical knowledge and understanding of the various products, services and strategies available to financial planners including legislative and tax implications.
• Ability to demonstrate application of skills and knowledge to achieve objectives and make the complex simple.
• Excellent oral and written presentation and communication skills.
• Strong numeric ability with high level of attention to detail.

What’s on Offer

• Along with the salary there is and excellent benefits package that includes Health Insurance, Bonus and Travel to work schemes.
• Great potential for future development.

Why Apply Through Sigmar?

• We’ll help manage your job hunt, strengthen your interview skills and tidy up your CV
• We’ll provide you with an overview of the jobs market within your industry and help you tailor your jobs search
• Gain access to exclusive roles that are not advertised elsewhere

What’s Next

Apply now by clicking the “Apply Now" button or call me, Paul O'Riordan on 4744663 or e-mail me on poriordan@sigmar.ie

Or if the job isn’t quite right but you are looking for something similar, please get in touch