Wealth Advisor & Planning Specialist

Cantor Fitzgerald Ireland; Cork; Vor Ort; EUR 65.000 - 95.000; Vollzeit

Zusammenfassung

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

You will attend client meetings, prepare recommendations, and use planning tools such as Voyant to illustrate outcomes.

Qualifikationen

• QFA qualified (minimum) or equivalent qualifying the 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 or related client-facing role.
• Strong understanding of Irish wealth management market across retirement, investments, savings and protection.

Aufgaben

• Support delivery of wealth management solutions across retirement, investment, savings and protection planning.
• Build and develop strong relationships with existing and prospective clients.
• Work with Relationship Managers to broaden client relationships and deliver wealth solutions.
• Prepare for and attend client meetings, presenting recommendations and supporting advice delivery.
• Utilise planning tools, including Voyant, to illustrate outcomes.
• Coordinate with product providers and internal teams to implement advice and ongoing service.

Kenntnisse

Relationship management

Financial planning

Cashflow modelling

Communication skills

Presentation skills

Client-facing

Attention to detail

Ausbildung

QFA qualification

CFP qualification (desirable)

Tools

Voyant

Jobbeschreibung

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

You will attend client meetings, prepare recommendations, and use planning tools such as Voyant to illustrate outcomes.