Financial Advisor - Cork
A leading financial services firm is seeking an ambitious, client-focused Financial Advisor to join its growing.
Key Responsibilities:
- Develop and implement personalised financial plans aligned with client objectives, risk tolerance, and time horizons
- Conduct in-depth client reviews to assess financial position and identify opportunities
- Provide advice on investments, asset allocation, tax planning, retirement, and estate planning
- Recommend strategies for wealth growth and protection and assist in financial goal setting
- Build and maintain long-term, trust-based client relationships
- Carry out annual and ad-hoc client reviews
- Manage and progress in-house generated leads efficiently and professionally
- Collaborate with internal teams to deliver holistic wealth management solutions
- Stay up-to-date with market, regulatory, and industry developments
- Ensure full compliance with regulatory and ethical standards
Candidate Requirements:
- Qualified Financial Advisor (QFA) essential
- Minimum of 2 years' experience in a similar financial advisory role
- Strong working knowledge of life, pension, and investment products
- Excellent interpersonal, verbal, and written communication skills
- Strong attention to detail with proven analytical and problem-solving skills
- Ability to work independently while managing multiple priorities
- Demonstrated commitment to ongoing personal and professional development
