Financial Advisor

Hello Business Services is seeking a motivated and skilled Financial Advisor to join our team. As a Financial Advisor, you’ll play a crucial role in helping clients achieve their financial goals. You’ll provide personalised advice, develop financial plans, and guide clients through various investment options.

Responsibilities:

• Strategic Advice : Offer strategic financial advice across a range of products and services including Pensions, Investments and Life Insurance.
• Financial Planning : Assess clients’ financial situations and create comprehensive financial plans.
• Investment Management : Research investment opportunities and manage portfolios.
• Tax and Estate Planning : Provide tax strategies and assist with estate planning.
• Insurance Recommendations : Advise clients on suitable insurance products.
• Retirement Planning : Help clients plan for retirement.
• Education and Communication : Educate clients about financial options and risks.
• Monitoring and Adjustments : Continuously monitor clients’ progress and adjust plans as needed.
• Must be able to work on own , be self-motivated.

Qualifications:

• Experience : Minimum 4 years as a financial advisor. Experience managing small group pension schemes.
• Communication Skills : Excellent verbal and written communication.
• Ethical Standards : Uphold high ethical standards and maintain client trust.

Why Join Us?

• Work from home
• Commission Structure

Email applications for this role are preferred.

Please respond with your Curriculum Vitae, in the strictest confidence, to:

Geoff Boyle
Hello Business Services
Email applications for this role are preferred to
Hello.ie
PO Box 12230
Dublin 18