Senior Financial Advisor

Sigmar Recruitment; Leinster; Hybrid; EUR 50,000 - 70,000; Full time

Job summary

A leading financial advisory firm in Leinster is looking for a Senior Financial Advisor to provide expert financial advice and manage client portfolios. The ideal candidate will have QFA qualification and at least 3 years of experience in financial advisory. This role offers a hybrid working setup, competitive salary, and opportunities for professional development.

Benefits

Competitive salary

Performance-based incentives

Opportunities for professional growth

Qualifications

• QFA qualification is required; CFP is advantageous.
• Minimum of 3 years of experience managing client portfolios.
• Ability to identify growth opportunities in financial advisory.

Responsibilities

• Deliver professional financial advice compliant with regulations.
• Manage and grow an existing portfolio of clients.
• Drive new business growth through referrals and relationships.
• Participate in business development initiatives.

Skills

QFA qualified

Experience in financial advisory

Commercial awareness

Knowledge of financial planning

Job description

Senior Financial Advisor

About Your New Employer

Our client, a leading financial advisory firm known for its commitment to providing expert, independent financial advice, are recruiting an experienced Financial Advisor. They have a strong presence across the Midlands, offering a dynamic and supportive work environment, and are dedicated to continuous professional development, ensuring advisors stay ahead of industry trends and regulatory changes.

About Your New Job

• As Financial Advisor you will deliver professional financial advice that complies with the Central Bank of Ireland’s regulations and best practices.
• You will manage and grow an existing portfolio of clients, ensuring a proactive and client-focused service, and also conduct thorough research and analysis to recommend financial solutions that address a wide range of client needs.
• You will drive new business growth through referrals, self-generated leads, and existing client relationships and ensure all client records are maintained accurately, documenting objectives, goals, and recommendations.
• As Financial Advisor, you will actively participate in business development initiatives, contributing to the growth of client assets under management (AUM) and overall revenue.

What Skills You Need

• QFA qualified. CFP is a distinct advantage.
• Demonstrable experience in financial advisory, with a proven track record of managing and growing client portfolios - minimum of 3 years’ experience.
• A high level of commercial awareness and the ability to identify opportunities for business growth.
• Deep knowledge of financial planning, including pensions, investments, tax-efficient strategies, and holistic planning.

What’s on Offer

• Competitive salary and performance-based incentives.
• Hybrid working set up.
• Opportunities for professional growth and development.

What’s Next

Apply now by clicking the “Apply Now