Independent Financial Advisor — Grow Client Portfolio & AUM

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, 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