Senior Financial Advisor
Our client specialise in providing best class financial advice to their clients and with that are expanding their team!This is a full-time permanent position and you can work in office or from home on a hybrid basis.
The Role:
- Hold financial meetings / reviews with clients of the firm to identify needs
- Provide professional advice with respect to the needs of clients
- Make recommendations and provide solutions to client’s requirements
- Building and maintaining strong relationships with clients
- Comply with all internal and external regulatory requirements
- Ensure adherance to compliance regulations and standards
The Candidate:
- Minimum QFA qualification, RPA / CFP desirable
- Minimum 3 years experience providing financial advice in a brokerage firm or self employed
- A self-starter and ability to work towards agreed targets
- Target driven with strong customer service skills
- Excellent interpersonal and communication skills
- Flexible and adaptable
Please apply through the portal or send your CV to nmccabe@eirkoo.ie if you would like to be considered for this position.
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