Senior Financial Advisor

A number of new Financial Advisory opportunities are coming to market due to the growth of this established Wealth firm. The organisation is quickly growing it's Advisory team due to the high level of lead generation within the business and the appointment of a new Head of Planning.

As part of a dedicated team, you will be instrumental in helping clients achieve their financial goals and benefit from a competitive commission structure and flexibility once up and running.

The Role:

• Create and implement custom financial plans for individuals and corporates.
• Conduct thorough client reviews to spot growth and risk management opportunities.
• Advise on investment strategies, retirement planning, and other financial matters.
• Annually review and adjust client plans to keep them on track.
• Monitor market trends and regulatory changes affecting financial plans.
• Develop and nurture strong client relationships as a trusted advisor.

The Person:

• QFA Qualified and experience in providing Financial Advice
• Cash flow modeling experience when advising clients

On Offer:

• Competitive salary up to €80k plus recently improved benefits package
• Strong commission structure

How to Apply:

Contact Michael Gorman or apply below with your CV.

About Us:

We are a specialist recruitment firm dedicated to connecting clients and candidates in the Accountancy & Financial and Banking & International Financial Services sectors.