Wealth Advisor & Client Growth Strategist

INOU; Dublin; Hybrid; EUR 55,000 - 75,000; Full time

Job summary

INOU in Dublin is seeking a QFA-qualified financial planning professional to manage a growing client portfolio and deliver tailored wealth guidance. You will build strong client relationships, understand client needs and drive revenue through business development.

Working with a collaborative team, you will ensure regulatory and risk compliance, develop opportunities in investments and pensions, and maintain proactive, client-centric service across all interactions.

Qualifications

• QFA qualification required.
• 3+ years of Financial Planning experience.
• Experience in financial planning, wealth management or financial services.
• Strong knowledge of investments, pensions and related products.
• Professional qualifications and commitment to ongoing development.
• Strong relationship management, communication and business development skills.

Responsibilities

• Build and maintain strong client relationships.
• Understand client needs and provide appropriate financial guidance.
• Manage and develop an existing client portfolio while identifying new opportunities.
• Support business development and build referral networks.
• Manage prospects, pipelines and new business activity.
• Collaborate with colleagues and stakeholders to deliver client solutions.
• Identify opportunities to improve client service and business performance.
• Ensure activities meet regulatory, risk and compliance standards.

Skills

Relationship management

Communication

Business development

Investments

Pensions

Client service

Education

QFA qualified

Job description

INOU in Dublin is seeking a QFA-qualified financial planning professional to manage a growing client portfolio and deliver tailored wealth guidance. You will build strong client relationships, understand client needs and drive revenue through business development.

Working with a collaborative team, you will ensure regulatory and risk compliance, develop opportunities in investments and pensions, and maintain proactive, client-centric service across all interactions.