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 fully remote if you wish.

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 if you would like to be considered for this position. Appy Now

Key Job Specs

  • Listed: 24 May 2024
  • Location: Donegal
  • Work Type: Permanent / Full Time

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