Senior Financial Advisor

Top Financail Company is looking for a Senor Financial Advisor to join this growing team and have 4 to 5 years experience

Senior Financial Advisor
Location – Dublin
Salary – 65,0000 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 the Company 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 accounts are managed in line with client's mandate, objectives, risk profile and timeline
• Engage with diverse client base with confidence and credibility ensuring suitability of products and portfolios
• Data driven analysis to inform decision making, development of new ideas for identifying potential opportunities and new customer segments
Role 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
If you are interested in this role please apply here or contact me directly on darragh.oboyle@walterspeople.com or 0858154571