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Financial Advisor

Our client is looking for a qualified Financial Planner to join their growing Cork team. The successful Financial Planner will be responsible for providing financial planning/wealth management advice to the firm's existing clients. This is a full-time, permanent role with excellent opportunity for growth.

Key Responsibilities:

  • Meeting with new clients and taking them from the initial meeting right through the various stages of the financial planning process.

  • Work with clients to ascertain their goals and objectives and ensure their financial structure is aligned to achieve these.

  • Analyse, develop and implement comprehensive financial plans to clients.

  • Analyse prospective client's investment portfolios and financial planning at onboarding stage.

  • Work with client's other professional advisors / specialists (tax, legal, accounting, corporate finance).

  • Undertake annual client reviews.

  • Attend workshops (internally and externally) and manage their own continuing professional development (CPD) and record same.

Requirements:

  • QFA qualified (minimum).

  • CFP qualified (advantageous).

  • 5 years+ experience as a Financial Adviser dealing with the Irish market.

  • Proficient knowledge of Investment, Pension & Protection company products, offerings, and online systems.

For a confidential discussion and more information on the role, please contact Megan O’Doherty

megan.odoherty@collinsmcnicholas.ie

021-4911066