Financial Advisor

Cpl Group

  • Southside Dublin
  • Permanent
  • Full-time
  • 7 days ago
Senior Financial Adviser (QFA)About the RoleOn behalf of our client, we are seeking a highly motivated and experienced Senior Financial Adviser (QFA) to join their team. This is a field sales role based in Dublin 18, with travel required across parts of Leinster.The successful candidate will manage an existing portfolio of clients while also driving business development and growth. This position offers the opportunity to work with high-value clients, delivering tailored financial solutions and building long-term relationships.Key ResponsibilitiesProvide expert financial advice to new and existing clientsManage and grow an established client portfolioDevelop new business opportunities through various channelDeliver financial solutions in areas such as wealth management, pensions, and protectionRepresent the business as a trusted adviser in the marketplaceMeet agreed sales targets and contribute to team goalsEnsure compliance with all regulatory requirementsCandidate ProfileFully QFA qualified (minimum requirement)Minimum of 3 years' experience in financial advisory servicesStrong knowledge of pensions, investments, and associated tax/regulatory requirementsAbility to grow and manage client relationships effectivelyExcellent interpersonal, problem-solving, and communication skillsStrong organisational and planning capabilitiesHigh attention to detail with the ability to prioritise workloadFlexible, adaptable, and able to work both independently and as part of a teamGood knowledge of MiFID regulations and the Consumer Protection Code 2012Full driver's licence requiredWhat's on OfferCompetitive performance-related bonus structureUnderground parkingFull-time permanent role#LI-MC1

Cpl Group

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