1 Career Progression jobs in Ireland
Qualified Financial Advisor - Strong Career Progression
Dublin, Leinster
Forte Recruitment Specialists
Posted 7 days ago
Job Viewed
Job Description
Due to continued and anticipated expansion, my client a growing Financial Services / Financial Advisory business with Head Office in Dublin but offices in other locations nationwide, seek to recruit an experienced and motivated Qualified Financial Adviser to join its Financial Services team. There is a very competitive salary on offer, as well as strong career progression, given the business trajectory. The ideal candidate will have a strong background in Financial Planning, Retirement Planning, Investments and Life Insurance/Protection products. This role involves working with their existing and new clients, providing advice on: Retirement/Succession planning Personal financial health check Pension provision Investment advice Life cover guidance The position requires QFA qualification and a CFP or LIA qualification would be beneficial but not essential. The ideal candidate will have experience in financial planning or related field, preferably within a financial advisory business or financial institution. They will have a proven track record engaging with high-net-worth clients, building long term relationships Responsibilities: Conduct detailed financial assessments to understand clients' financial situation and goals. Develop comprehensive financial plans tailored to clients' needs, including Retirement Planning, Investment Management, Tax Strategies, and Estate Planning. Provide ongoing financial advice and support to clients, adjusting plans as necessary to meet changing circumstances and goals. Educate clients on financial matters, including market trends, investment options, and risk management. Build and maintain strong relationships with clients, ensuring high levels of satisfaction and trust. Stay up to date with industry regulations, market developments, and best practices. Collaborate with other financial professionals within the firm to deliver integrated financial solutions. Prepare and deliver presentations to individuals and groups. Conduct meetings online and in person. Qualifications/Skills: QFA designation required. CFP, LIA or other financial designations would be beneficial but not essential. Proficiency with Microsoft Office applications and other software. Strong understanding of Investment products, markets and the associated risk/return principles. Strong understanding of Pension products, their technical specifications, and associated tax regulations. Goal-oriented with a desire to achieve business targets in a performance driven environment. Ability to work as part of a team and cross functionally. Strong analytical skills and attention to detail. Outstanding communication and interpersonal skills. Hold a full clean driving licence. Skills: Financial Advisor Financial Planning pensions Investments Benefits: Work From Home
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