Financial Advisor

Financial Advisor

• Competitive Salary & Commission
• Existing Client Book
• Fast-Growing Wealth Management Company

Background

Our client is a fast-growing wealth management company looking to appoint a Financial Advisor to join its expanding team in Cork. This is an excellent opportunity for a commercially minded advisor to join a growing business, manage an existing client book and develop long-term client relationships.

What's on Offer

• Competitive salary based on experience.
• Attractive performance-based commission structure.
• Hybrid working arrangement.
• Existing client book with opportunities to develop and grow it.
• Opportunity to join a fast-growing wealth management business.
• Long-term career development and progression opportunities.

Key Responsibilities

• Provide regulated financial advice tailored to clients' individual financial circumstances and long-term goals.
• Manage and develop an existing portfolio of clients, building strong and lasting relationships.
• Conduct financial reviews and identify opportunities to meet clients' changing needs.
• Advise across protection, pensions, investments, savings and retirement planning.
• Identify opportunities to generate new business and grow the client portfolio.
• Maintain accurate client records and ensure all advice and recommendations meet regulatory and compliance requirements.
• Deliver a high standard of ongoing client service and support.

Key Skills Required

• Fully QFA qualified.
• Previous experience in financial advisory, wealth management or a related financial services role.
• Strong knowledge of the Irish financial services market and relevant products.
• Excellent communication and relationship-building skills.
• Commercially minded, with the ability to identify opportunities and develop client relationships.
• Ability to manage an existing client portfolio while generating new business.
• Strong understanding of regulatory and compliance requirements.

Desirable Experience

• Experience advising across pensions, investments and protection.
• Previous experience managing or developing a client book.
• A proven track record in business development, sales or achieving commercial targets.
• Experience within a wealth management firm or financial advisory brokerage.