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Wealth Advisor

Ref: 77301

  • 30,000-40,000
  • 08 Jun 2022
  • Dublin (Central)
  • Permanent

Financial Adviser - Wealth

About the Company

Leading Wealth Management and Insurance provider are now seeking experienced Financial Wealth Advisers for its growing team based in Dublin.

About the Position

My Client are looking for qualified financial advisers to join their expanding advisory team in Dublin. The candidate will excel at acquiring new clients and maintain and develop existing relationships with profitable clients.

Key Responsibilities

  • Deliver holistic financial planning solutions to clients including tailored investment solutions addressing pensions, savings, investments, retirement planning, inheritance, and tax planning needs
  • Generate new clients and maintain/develop existing relationships with clients and key introducers to achieve sales targets
  • Reporting to management and support staff on activities, sales, and meetings undertaken
  • Keep up-to-date with financial products and legislation

Experience/Requirements

  • QFA qualified
  • Minimum 3 years’ experience in an advisory role, having a proven track record for providing financial advice

Remuneration Package

Excellent base and uncapped commission available for the right candidates 
Contact

To have a confidential discussion about this role or other financial services roles please contact Luca Zelli on 015927870 or email me

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