Senior Financial Advisor - Hybrid, Client Portfolio Growth

Engage People Recruitment; Limerick; Híbrido; EUR 65.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid working

Competitive commission

Career progression support

Descripción de la vacante

Engage People Recruitment in Limerick seeks an experienced Financial Advisor to strengthen relationships, expand a client portfolio, and deliver holistic financial planning. You will advise on pensions, investments, retirement solutions and protection, while growing your personal client base.

Joining a collaborative brokerage, you’ll enjoy a hybrid work setup with a strong emphasis on professional growth and ongoing qualifications support, along with an attractive, performance-based commission

Formación

• QFA qualified, with a background in financial advisory or wealth planning and knowledge of pensions, investments, protection products and cashflow planning.
• Ability to manage client portfolios, recognise commercial opportunities and build new business relationships.
• Client-focused professional with strong interpersonal skills and collaboration.

Responsabilidades

• Establish and nurture long-term client relationships through understanding financial circumstances and objectives.
• Develop tailored financial strategies including cashflow forecasting and planning.
• Provide guidance across pensions, investments, retirement solutions and protection products.
• Meet with clients regularly to review arrangements and propose adjustments.
• Generate new client opportunities through professional networks and referrals.
• Oversee your business development pipeline and deliver against revenue targets.
• Collaborate with colleagues to ensure a consistent, professional service.
• Maintain comprehensive client documentation and regulatory compliance.

Conocimientos

Client relationship management

Financial planning

Pensions knowledge

Investments knowledge

Cashflow planning

Business development

Regulatory compliance

Educación

QFA qualified

Herramientas

Financial planning software

Descripción del empleo

Engage People Recruitment in Limerick seeks an experienced Financial Advisor to strengthen relationships, expand a client portfolio, and deliver holistic financial planning. You will advise on pensions, investments, retirement solutions and protection, while growing your personal client base.

Joining a collaborative brokerage, you’ll enjoy a hybrid work setup with a strong emphasis on professional growth and ongoing qualifications support, along with an attractive, performance-based commission