Senior Financial Adviser - Wealth Management & Client Growth

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 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.