Wealth Advisor

Cantor Fitzgerald Ireland Ltd; Ireland; On-site; EUR 65,000 - 90,000; Full time

Job summary

The Wealth Advisor role supports the growth of our Wealth Management business in Ireland. You will work with Relationship Managers to identify opportunities, deepen client relationships and tailor recommendations across retirement planning, investments, savings and protection.

As part of the IAF framework under the Central Bank of Ireland, you will uphold duties of honesty, due care and fair treatment of clients, working with product providers and internal teams to ensure compliant advice and

Job description

Role Summary:

We are looking to recruit a Wealth Advisor to support the continued growth of our Wealth Management business. The successful candidate will work closely with Relationship Managers to identify opportunities, deepen existing client relationships and assist in the delivery of wealth management solutions across retirement planning, investments, savings and protection. The individual should be comfortable working across both insured and non-insured solutions.

The role will involve direct engagement with clients, participation in client meetings and the preparation of recommendations tailored to clients' objectives. Financial planning tools, including Voyant, will be utilised where appropriate to support advice and illustrate potential outcomes. The successful candidate will also work closely with product providers and internal teams to ensure the efficient implementation of advice and delivery of ongoing service.

Under The Central Bank of Ireland’s (CBI) Individual Accountability Framework (IAF) established under The Central Bank (Individual Accountability Framework) Act 2023 (IAF Act), as an expected
Control Function holder, you have a Duty of Responsibility under the CBI Common Conduct
Standards. These standards include:

• acting with honesty and integrity,
• acting with due skill, care and diligence,
• co-operating in good faith and without delay with the Central Bank of Ireland
• acting in the best interest of customers and treating them fairly and professionally
• operating in compliance with standards of market conduct and trading venue rules