Senior Financial Advisor

Top Wealth Management Company is looking for Senior Financial Advisors with over 4 to 5 years experience who have the QFA and are looking to progress in their career

Senior Financial Advisor
Location – Dublin
Salary – 75,000 Euro to 100,000 Euro
Key responsibilities:
• Responsible for management of the investment and planning needs of our clients
• A proven ability to grow a client book in a supported environment
• Build and foster key relationships with clients or our partners’ in relation to client propositions and investment planning
• Develop long-term client relationships against plan
• Proactively pursue leads and manage the cross-sell of Goodbody products and service
• Ideal Characteristics
• Expert in making decisions considering the broader and long-term goals and implication for the benefit of our clients and our business.
• Organise, attend and participate in staff and client events both in person and online
• Work closely with other teams to ensure that client accgoo
• ounts are managed in line with client's mandate, objectives, risk profile and timeline

Requirements:
• A minimum of 5 years’ experience, with proven track record of working with clients, with a good working knowledge of financial products
• QFA, CFP or Registered Representative Examination/Certificate in Stockbroking, or be prepared to sit same within a reasonable time frame
• A Masters / Primary degree or relevant professional qualification
Ideal candidate should have 4 to 5 years Financial Services experience who ideally is APA or QFA

If you are interested in this role please apply here or contact directly on darragh.oboyle@walterspeople.com or 0858154571