Job description
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 of this Financial Advisor Job: 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.