Senior Wealth Advisor: Retirement & Protection Solutions

Cantor Fitzgerald Ireland Ltd; Cork; On-site; EUR 65,000 - 100,000; Full time

Job summary

Cantor Fitzgerald Ireland Ltd is seeking a Wealth Advisor to support the growth of our Wealth Management business. You will work with Relationship Managers to identify opportunities, deepen client relationships and deliver wealth solutions across retirement planning, investments, savings and protection.

You will meet clients, prepare recommendations, use Voyant planning tools, liaise with providers, and ensure timely implementation of advice.

Qualifications

• QFA qualified or equivalent satisfying Central Bank of Ireland's Minimum Competency Requirements.
• CFP qualification or working towards CFP designation is desirable.
• Minimum 5 years' experience in financial services, wealth management, financial advice or a related client-facing role.
• Strong understanding of the Irish wealth management market, including retirement planning, investment, savings and protection solutions across both insured and non-insured structures.
• Excellent relationship management and interpersonal skills.
• Experience in financial planning and cashflow modelling, with the ability to translate technical recommendations into clear client outcomes.
• Strong presentation and communication skills.

Responsibilities

• Support the delivery and implementation of a broad range of wealth management solutions across retirement, investment, savings and protection planning, utilising both insured and non-insured structures where appropriate.
• Build and develop strong relationships with existing and prospective clients.
• Work alongside Relationship Managers to identify opportunities to broaden client relationships and deliver wealth management solutions.
• Identify opportunities to deepen client relationships and introduce clients to additional planning, investment, retirement and protection solutions where appropriate.
• Prepare for and attend client meetings, presenting recommendations and supporting advice delivery.
• Utilise financial planning tools, including Voyant, where appropriate to support client advice and demonstrate outcomes.
• Support the ongoing review of client arrangements and identify opportunities arising from changing circumstances, legislation or market developments.
• Liaise with product providers and internal stakeholders to ensure the timely completion of business.
• Maintain a thorough understanding of the firm's products, services and investment proposition.
• Assist in briefing the wider Wealth Management team on relevant legislative and technical developments.
• Build and maintain effective working relationships across the Wealth Management business.

Skills

Relationship management

Communication skills

Financial planning

Presentation skills

Cashflow modelling

Analytical thinking

Commercial acumen

Education

QFA qualification

CFP qualification/in progress

Tools

Voyant

Job description

Cantor Fitzgerald Ireland Ltd is seeking a Wealth Advisor to support the growth of our Wealth Management business. You will work with Relationship Managers to identify opportunities, deepen client relationships and deliver wealth solutions across retirement planning, investments, savings and protection.

You will meet clients, prepare recommendations, use Voyant planning tools, liaise with providers, and ensure timely implementation of advice.