FINANCIAL ADVISOR – KILKENNY CITY

Our client, who provides financial advisory solutions is renowned for fostering long-term relationships with clients. They are seeking to hire a qualified financial advisor to join their team.

REQUIREMENTS:

• QFA designation (Qualified Financial Advisor) is required.
• Experience in a similar role (6+ years)
• Additional qualifications such as CFP®, RPA, or similar are an advantage.
• Proven experience in financial planning, retirement planning, investments, and protection products.
• Demonstrated ability to work independently and take initiative.
• Track record of working with high-net-worth clients and achieving sales success.
• Strong knowledge of investment and pension products, including technical specifications and relevant tax regulations.
• Proficiency with financial planning software (e.g., BIS System) and Microsoft Office.
• Excellent analytical, communication, and interpersonal skills.
• Ability to work both independently and as part of a team.
• Goal-oriented mindset with a drive to meet performance targets.
• Full, clean driving licence.
• Must maintain up-to-date CPD records.
• Subject to Central Bank of Ireland’s Fitness and Probity Regime compliance.
• Potential requirement to complete a sales, financial planning, or industry knowledge demonstration during recruitment.

• Conduct detailed financial assessments to understand clients’ financial situations and goals.
• Develop comprehensive financial plans tailored to individual client needs (e.g., retirement planning, investment management, tax strategies, estate planning).
• Provide ongoing financial advice and adjust plans based on changes in client circumstances or goals.
• Educate clients on financial topics such as market trends, investment options, and risk management.
• Build and maintain strong client relationships to ensure satisfaction and trust.
• Collaborate with other financial professionals to deliver integrated financial solutions.
• Prepare and deliver financial presentations to individuals and groups.
• Conduct client meetings both online and in person.
• Stay informed on industry regulations, market developments, and best practices.