Financial Advisor

Morgan McKinley are delighted to be partnering with a leading financial advisory firm. This is an exciting opportunity for an experienced Financial Advisor to progress within a thriving Cork company.

Role

• Provide clients with personalised financial advice
• Analyse financial situations
• Recommend strategies for wealth growth and protection and assist in financial goal setting
• Building strong client relationships
• Staying updated on financial trends and ensuring compliance with regulations

Requirements

• QFA (Qualified Financial Advisor)
• Proven experience in financial planning, investment management and retirement planning
• Strong knowledge of financial products, services and regulatory requirements
• Excellent communication, interpersonal and problem-solving skills
• Ability to analyse complex financial information and provide recommendations
• Proficiency in financial software and tools for data analysis and reporting