Private Client Advisor - Dublin

Company: Confidential
Your Application: You have not applied yet
Location: Dublin, Irlanda
JOB DESCRIPTION


Job Summary

BBBH788474
Jul 23,
Competitive

This exciting Private Client Advisor role is based in one of Ireland's Financial Advisory Firms in the heart of City Centre.

This Private Client Advisor position is responsible for carrying out business development and maintaining existing client relationships in order to drive sales - high net worth clients.

This Private Client Advisor role is a position in a Financial Advisory firm based in City Centre, making it very accessible via public transport.

The salary for the Private Client Advisor role is based on experience, and offers an excellent benefits package with a generous amount of annual leave days to promote a healthy work-life balance.

This role offers excellent prospects for progression, making it a great company to grow in both personally and professionally.

In order to be successful in this position it is paramount to have a QFA qualification at a minimum, with excellent relationship building skills and a proven track record.

Responsibilities:

Providing an advisory service to all clients based on their pensions, personal investments, ARF's and protection needs
Carrying out business development through client referrals and meetings
Continuously generating new business via networking and obtaining referrals from referrers
Take part in the growth of the company on a local and national
level
Continuously aiming to improve with firm's position in the market through industry knowledge
Regularly take part in Ad Hoc projects and assignments as required by the business
Work closely with other internal teams, optimising market share through effective marketing campaigns
Generate new business through marketing campaigns to drive sales

Requirements:

Fully Qualified Financial Advisor - essential for this role
Certified Financial Planner CFP - essential
Ability to work as part of team both internally and externally
3-5 years' previous experience working in an advisory role, with a proven track record of building new and maintaining existing client relationships
Excellent knowledge of the investments market is essential, with great technical pension expertise
In depth understanding of the MiFID Regulations
Ability to be flexible and adaptable depending on the situation
Organisation skills are paramount for the optimisation of this Senior Financial Advisor position

Confidential is acting as an Employment Agency in relation to this vacancy.

Apply Now
Consultant Details
Consultant Details
Lauren Gilmore
Team Lead

0 1 4485601

lgilmoremorganmckinley



JOB TYPE
Work Day: Full Time
Employment type: Permanent Job
Salary: Negotiable


JOB REQUIREMENTS
Minimal experience: No experience



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