Hybrid Financial Advisor - Holistic Planning & Growth

Hunter Savage; Dublin; Hybride; EUR 42 000 - 64 000; Plein temps

Avantages offerts par ce poste

Hybrid working

Monaghan location

Competitive salary

Résumé du poste

Hunter Savage is seeking an experienced Financial Advisor for a hybrid role based in Monaghan. The position focuses on holistic financial planning, building lasting client relationships and delivering tailored advice to meet individual objectives.

You will manage an existing client portfolio while developing new opportunities, ensuring compliance and high-quality service in a supportive environment. Competitive salary and career growth are offered.

Qualifications

• Experience in financial planning or wealth management.
• Ability to provide tailored advice based on client circumstances.
• Strong knowledge of compliance and suitability requirements.

Responsabilités

• Develop and maintain strong, long-term client relationships.
• Provide holistic financial planning advice based on client goals.
• Review clients' financial arrangements and identify opportunities.
• Conduct client fact-finds and set short/medium/long-term goals.
• Maintain accurate records and adhere to regulatory requirements.
• Collaborate with colleagues to deliver high-quality client service.

Connaissances

Holistic financial planning

Client relationship management

Regulatory compliance

Communication skills

Formation

Irish financial planning qualifications

Description du poste

Hunter Savage is seeking an experienced Financial Advisor for a hybrid role based in Monaghan. The position focuses on holistic financial planning, building lasting client relationships and delivering tailored advice to meet individual objectives.

You will manage an existing client portfolio while developing new opportunities, ensuring compliance and high-quality service in a supportive environment. Competitive salary and career growth are offered.