Company Description
360 Search are partnering with a premier financial advisory firm located in South Co. Dublin. The firm specialise in offering personalized services across areas, including employee benefits, mortgages, life insurance, pensions, and investments. Their mission is to educate and empower clients to make informed financial decisions while delivering expert guidance with integrity and transparency. Through a detailed and tailored approach, their experienced Financial Advisors assist individuals, families, and businesses in achieving their unique financial goals. Supporting clients at every stage of their financial journeys.
Role Description
This is a full-time hybrid role for a Senior Financial Advisor. Offering flexibility with a combination of in-office and remote work arrangements. The Senior Financial Advisor will be responsible for providing expert financial planning, guiding clients on retirement plans, investment strategies, and insurance needs. Key activities include assessing individual client objectives, developing tailored financial solutions, and staying updated with financial regulations and market trends. The role requires maintaining strong relationships with clients, delivering exceptional service, and ensuring their financial goals are met effectively.
Qualifications & Experience
- Proficiency in Financial Planning and Financial Advisory services
- Direct and extensive experience in a Financial Advisory position gained in a Brokerage, Life Company or similar
- Strong knowledge of Finance concepts, Financial Products & Investment strategies
- Experience in Retirement Planning and understanding of pension schemes
- Excellent communication, analytical, and problem-solving skills
- Customer-focused approach with the ability to build lasting client relationships
- Relevant qualifications, such as a degree in Finance, Economics, or a related field, and certifications such as QFA (Qualified Financial Adviser) or CFP (Certified Financial Planner), are highly desirable
- Proven experience in providing financial solutions tailored to clients’ specific needs