Job Description
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 Excel...