Wealth Manager

Engage People

  • Dublin
  • €60,000-70,000 per year
  • Permanent
  • Full-time
  • 17 days ago
This role is an opportunity to work with a growing Financial Advisory firm that will offer unrivalled exposure to high-net-worth individuals and afford you a strong opportunity to build your skills in Investment Advice.Role Overview: As a Financial Advisor, you will assess the financial needs of new and existing clients, delivering tailored advice that aligns with their objectives. You will collaborate with the para-planning team to develop customised financial strategies while ensuring compliance with regulatory standards.Key Responsibilities:
  • Evaluate and address clients' financial needs
  • Provide comprehensive, clear advice
  • Work with the para-planning team to create tailored strategies
  • Ensure adherence to compliance regulations
  • Develop new business opportunities in Life, Investment, and Pensions
The Candidate:
  • QFA qualification required
  • Knowledge of Life, Pensions, and Investment products
What We Offer:
  • Competitive salary of €60,000 to €70,000
  • Strong commission structure
If you're interested in joining a dynamic financial advisory firm and advancing your career, please contact Michael Gorman directly or submit your CV!Meet Your Consultant
  • Michael Gorman
  • Manager - Financial Services Division
LinksSpecialismsFind Us 'South Point', Herbert House, 11 Harmony Row, Dublin, D02 H270About UsWe are recruitment experts with a financial focus, asking better questions to enable you to pursue your dream move

Engage People