Financial Advisor

Company : Elevate Partners

Job Description - Financial Advisor

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 of this Financial Advisor Job:

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 [email protected] or apply directly below.

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Financial Advisor

Job Description - Financial Advisor

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