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Benefits offered by this job
Flexible working arrangements
Career progression opportunities
Work-life balance support
Social and wellness initiatives
Job summary
A leading professional services firm is seeking an Associate Advisor to join their Financial Planning team in Kilkenny. This role involves providing tailored financial planning advice and developing relationships with clients. The ideal candidate must be QFA qualified and have at least 2 years of experience in financial services. This position offers opportunities for career progression, a supportive work environment, and the chance to be part of a high-performing team focused on client needs.
Qualifications
QFA qualified individuals are essential for this role.
Minimum of 2 years’ experience in financial services is required.
Candidates should possess strong communication and interpersonal skills.
Responsibilities
Provide tailored financial planning advice across various products.
Develop and manage relationships with new and existing clients.
Support business development initiatives to grow the client portfolio.
Collaborate with senior advisors to address client needs.
Skills
Client-facing advisory skills
Financial planning product understanding
Communication skills
Interpersonal skills
Team collaboration
Commercial awareness
Education
QFA qualification
Job description
A leading professional services firm is seeking an Associate Advisor to join their Financial Planning team in Kilkenny. This role involves providing tailored financial planning advice and developing relationships with clients. The ideal candidate must be QFA qualified and have at least 2 years of experience in financial services. This position offers opportunities for career progression, a supportive work environment, and the chance to be part of a high-performing team focused on client needs.