Financial Adviser

Omega Financial Management; Dublin; Hybrid; EUR 80,000 - 100,000; Full time

Benefits offered by this job

Performance bonus

Job summary

Omega Financial Management in Dublin (Sandyford) seeks a Senior Financial Adviser to join our growing team, combining office work with field visits to high‑net‑worth clients.

You will manage an existing book, deliver wealth management, income protection and pension advice, and develop new business while upholding MiFID rules.

Qualifications: Fully QFA with at least 5 years advisory experience; a Bachelor's degree is required. A performance bonus is offered.

Qualifications

• 5+ years advisory experience in financial services.
• Fully QFA qualified with tertiary qualification.
• Strong knowledge of investment products, pension products and tax guidelines.

Responsibilities

• Meeting clients and providing financial advice to an existing and new client base.
• Managing and growing the client portfolio.
• Developing new business opportunities through internal and external channels.
• Achieving sales targets and team goals.
• Adhering to regulatory standards.
• Enhancing brand awareness and acting as an ambassador in the marketplace.
• Working across in-office and field settings.

Skills

Client relationship management

Financial advisory

Sales targets

Regulatory knowledge

Education

Bachelor's degree

QFA qualification

Job description

Omega Financial Management provides wealth management and financial services to our clients who are predominantly Medical Consultants, Dentists, GP's, Physiotherapists, Vets and Surveyors. Our dynamic business is growing continually and requires a Senior Financial Adviser to augment our current financial consulting team. This position is based at our head office in Dublin (Sandyford) with the successful candidate working both in the office and out in the field.

OUTLINE OF POSITION

The successful candidate will have at least 5 years advisory and servicing experience preferable with high net worth clients who have a need for quality advice. They will be required to look after an existing book of clients and be able to further develop a client base. The individual will be required to produce and present appropriate financial solutions in the area of wealth management, income protection and financial services, building client relationships and enhancing the reputation and brand awareness of the company will also be key.

• Meeting clients
• Providing financial advice to a new and existing client base
• Managing and continuously building relationships with the client portfolio
• Developing new business opportunities through internal and external channels
• Achieving agreed sales targets and team-based goals
• Adhering to standards/codes/rules set by regulators
• Increasing our brand awareness and be an ambassadorial presence in our marketplace

BENEFITS

• Bonuses applicable

REQUIRED EXPERIENCE AND QUALIFICATIONS:

• Fully QFA qualified - together with third level qualification.
• At least 5 years advisory experience in financial services.
• An ability to work with an existing client base to develop and grow that book
• Excellent knowledge of investment products, markets and the associated risk/return rationale
• Excellent knowledge of all pension products, their technicalities and their associated tax guidelines.
• Strong interpersonal, problem solving and relationship management skills.
• Ability to plan and organise
• Flexible and adaptable to many varied situations as they arise.
• Good understanding of the conduct of business requirements set out under MiFID regulations and the Consumer Protection Code 2012.
• Be able to work as part of a team.
• A high level of accuracy/attention to detail.
• An ability to prioritise workload.
• Able to work on their own initiative

JOB TYPE : FULL TIME

• Additional pay: Performance bonus
• Education: Bachelor's (required)
• Non Hybrid Role
• Experience: Financial services: 5 years (required)
• Licence/Certification: Have you a QFA Qualification (required)