Financial Advisor
Posted
We are currently working with a Wealth Management firm who are looking to hire a Financial Advisor to join their team in Dublin. This position involves managing an established client portfolio while also focusing on growing new business opportunities.
Responsibilities:
- Manage and grow an existing portfolio of clients, ensuring a proactive client focused service
- Drive new business growth through referrals, self-generated leads, and existing client relationships
- Ensure all client records are maintained accurately
- Conduct thorough research and analysis to recommend financial solutions that address a wide range of client needs
- Stay ahead of industry trends, regulatory changes and market developments
Requirements:
- Fully QFA qualified
- In-depth knowledge of financial regulations, markets and industry practices
- Demonstrable experience in financial advisory, with a proven track record of managing and growing client portfolios
- Excellent communication and interpersonal skills
- A high level of commercial awareness
For more information on this Financial Advisor Job or to discuss in more detail, contact Aoife Stokes at astokes@elevatepartners.ie or apply directly below.