Financial Advisor

Fairstone Group; Carrick-on-Shannon; On-site; EUR 50,000 - 70,000; Full time

Job summary

Fairstone Ireland is seeking applications from experienced Financial Advisors for a full-time permanent opportunity in Carrick-on-Shannon, Ireland. You will provide expert, independent financial advice to a diverse client base and manage an established portfolio while pursuing new business opportunities.

You will operate within the Fitness & Probity Regime and Individual Accountability Framework, ensuring compliance with Central Bank of Ireland regulations and Fairstone practices while growing

Qualifications

• Experience delivering professional financial advice.
• Managing and growing client portfolios.
• Ability to conduct research and analysis to tailor solutions.
• Proactive in business development and referrals.
• Maintain accurate client records and stay compliant.

Responsibilities

• Deliver professional financial advice that complies with the Central Bank of Ireland's regulations and Company practices.
• Manage and grow an existing portfolio of clients, ensuring a proactive and client-focused service.
• Conduct thorough research and analysis to recommend financial solutions addressing client needs.
• Drive new business growth through referrals, self-generated leads, and Fairstone client relationships.
• Ensure all client records are maintained accurately, documenting objectives, goals, and recommendations.
• Stay ahead of industry trends, regulatory changes, and market developments to provide informed advice.
• Actively participate in business development initiatives, contributing to growth of client Assets Under Management (AUM) and revenue.

Skills

Financial advisory

Portfolio management

Business development

Regulatory compliance

Client relationship mgmt

Research & analysis

Job description

Fairstone Ireland is seeking applications from experienced Financial Advisors for a full-time permanent opportunity in Carrick-on-Shannon.

As a Financial Advisor, you'll provide expert, independent financial advice to a diverse client base, helping them achieve their financial goals through tailored solutions. This position involves managing an established client portfolio while also focusing on growing new business opportunities. You will have significant autonomy and the chance to shape financial plans that drive measurable results.

This role is part of the Fitness & Probity Regime and Individual Accountability Framework, which set out the specific requirements applicable

• Deliver professional financial advice that complies with the Central Bank of Ireland's regulations and Company practices.
• Manage and grow an existing portfolio of clients, ensuring a proactive and client-focused service.
• Conduct thorough research and analysis to recommend financial solutions that address a wide range of client needs.
• Drive new business growth through referrals, self-generated leads, and existing Fairstone client relationships.
• Ensure all client records are maintained accurately, documenting objectives, goals, and recommendations.
• Stay ahead of industry trends, regulatory changes, and market developments to provide informed advice.
• Actively participate in business development initiatives, contributing to the growth of client Assets Under Management (AUM) and overall revenue.