Financial Advisor
Elevate Partners View all jobs
- Galway
- Permanent
- Full-time
- 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
- 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
- Excellent communication and interpersonal skills
- A high level of commercial awareness