Senior Financial Advisor — Client-Centric Wealth Planning

Search Talent; Dublin; On-site; EUR 60,000 - 90,000; Full time

Job summary

Search Talent is hiring multiple financial advisors for a leading brokerage expanding its client book in Ireland. The role involves advising on protection, savings and investments, pensions, and comprehensive financial planning for PAYE and self-employed clients.

The successful candidate will be a qualified financial professional with strong communication, analytical, and organisational skills, capable of building long-term client relationships and meeting targets while ensuring compliance with

Qualifications

• Direct experience working as a Financial Planner/Advisor within the financial services industry (broker experience is an advantage).
• Must be a Qualified Financial Advisor (QFA). A Certified Financial Planner (CFP) is desirable.
• Strong knowledge of Life, Pensions and Investment products.
• Solid understanding and knowledge of the Irish pension regulations and legislation.
• Experience and knowledge of using cashflow modelling software. Use of CashCalc is desirable.

Responsibilities

• Providing solutions to new and existing clients based on their financial planning needs.
• Advise on protection, savings & investments, pensions, and retirement planning needs for PAYE & self-employed clients.
• Assessing the clients financial circumstances/risk assessments.
• Carrying out a thorough fact-find with clients in order to identify their financial goals/objectives.
• Growing the client base through lead generation, referrals and sourcing of new business.
• Building and maintaining long lasting relationships with clients.
• Ensuring all internal policy/procedures and industry compliance regulations/standards are adhered to.
• There is an expectation that the successful candidate will source new life, investment and pension business through commercial initiatives. Support can be provided.
• Build and maintain strong relationships with clients.
• Work to agreed targets and standards.

Skills

Financial planning

Client management

Communication skills

Analytical thinking

Target-driven

Education

Qualified Financial Advisor (QFA)

Certified Financial Planner (CFP)

Tools

CashCalc

Job description

Search Talent is hiring multiple financial advisors for a leading brokerage expanding its client book in Ireland. The role involves advising on protection, savings and investments, pensions, and comprehensive financial planning for PAYE and self-employed clients.

The successful candidate will be a qualified financial professional with strong communication, analytical, and organisational skills, capable of building long-term client relationships and meeting targets while ensuring compliance with