Financial Advisor

Irish Pensions & Finance; Clonee; Ibrido; EUR 55.000 - 75.000; Tempo pieno

Vantaggi offerti da questo lavoro

Hybrid work model

Descrizione del lavoro

Irish Pensions & Finance in Clonee is seeking a full-time Financial Advisor to join a hybrid team delivering independent pension, retirement and investment planning. You will meet clients to assess financial goals, analyze current positions, and develop tailored plans across pensions, retirement and investments.

You will present suitable products, prepare reports, and maintain accurate client records, while staying up to date with regulations and market developments.

Competenze

• Strong expertise in Financial Planning and Financial Advisory.
• Solid understanding of Finance and Investments, including risk assessment and portfolio construction.
• Experience in Retirement Planning, particularly in pensions and superannuation schemes.
• Regulatory accreditation appropriate to providing financial advice in Ireland (e.g., QFA or equivalent), or working toward such accreditation.
• Excellent interpersonal, communication, and presentation skills, with a consultative and ethical approach to client service.
• Strong analytical and numerical abilities, with attention to detail and sound judgment.
• Ability to work effectively in a hybrid environment, managing time and priorities independently and within a team.

Mansioni

• Meet with clients to assess financial goals and current positions.
• Develop tailored pension, retirement and investment plans.
• Provide independent financial advice and present suitable products.
• Prepare reports and recommendations and maintain accurate client records.
• Conduct ongoing client reviews and stay up to date with regulations and market developments.
• Collaborate with colleagues to ensure high service standards.

Conoscenze

Financial Planning

Financial Advisory

Client-focused approach

Analytical & numerical abilities

Interpersonal communication

Hybrid work adaptability

Formazione

QFA or equivalent accreditation

Descrizione del lavoro

Company Description

Irish Pensions & Finance is one of Ireland’s leading financial advisory firms, serving both public and private sector clients and providing financial products to over 34,000 individuals. Since 1993, the firm has partnered with unions, associations, and civil and public service professionals to deliver independent, professional advice. The company emphasizes a consultative approach, tailoring financial solutions to the specific needs and goals of each client. Its highly qualified financial consultants offer particular expertise in public sector superannuation schemes and strategies to help clients maximize pension benefits at retirement.

Role Description

This is a full-time Financial Advisor role based in Clonee, offered on a hybrid basis, combining on-site work with some work from home. The Financial Advisor will meet with clients to assess their financial goals, analyze current financial positions, and develop tailored plans across pensions, retirement, and investment needs. Day-to-day responsibilities include providing independent financial advice, presenting suitable financial products, preparing reports and recommendations, and maintaining accurate client records. The role also involves ongoing client reviews, staying up to date with relevant regulations and market developments, and working closely with colleagues to ensure a high standard of service.

Qualifications

• Strong expertise in Financial Planning and Financial Advisory, with the ability to deliver clear, client-focused recommendations.


• Solid understanding of Finance and Investments, including risk assessment and portfolio construction.


• Experience in Retirement Planning, particularly in pensions and superannuation schemes.


• Relevant professional qualification in financial services, wealth management, or a related discipline.


• Regulatory accreditation appropriate to providing financial advice in Ireland (e.g., QFA or equivalent), or working toward such accreditation.


• Excellent interpersonal, communication, and presentation skills, with a consultative and ethical approach to client service.


• Strong analytical and numerical abilities, with attention to detail and sound judgment.


• Ability to work effectively in a hybrid environment, managing time and priorities independently and within a team.