Financial Adviser – Kilkenny City

Our client, who provides financial advisory solutions is renowned for fostering long-term relationships with clients. They are seeking to hire a qualified financial adviser to join their team.

Duties:

• Conduct detailed financial assessments to understand clients' financial situations and goals.
• Develop comprehensive financial plans tailored to individual client needs (e.g., retirement planning, investment management, tax strategies, estate planning).
• Provide ongoing financial advice and adjust plans based on changes in client circumstances or goals.
• Educate clients on financial topics such as market trends, investment options, and risk management.
• Build and maintain strong client relationships to ensure satisfaction and trust.
• Collaborate with other financial professionals to deliver integrated financial solutions.
• Prepare and deliver financial presentations to individuals and groups.
• Conduct client meetings both online and in person.
• Stay informed on industry regulations, market developments, and best practices.

Requirements:

• QFA designation (Qualified Financial Adviser) is required.
• Additional qualifications such as CFP®, RPA, or similar are an advantage.
• Proven experience in financial planning, retirement planning, investments, and protection products.
• Demonstrated ability to work independently and take initiative.
• Track record of working with high-net-worth clients and achieving sales success.
• Strong knowledge of investment and pension products, including technical specifications and relevant tax regulations.
• Proficiency with financial planning software (e.g., BIS System) and Microsoft Office.
• Excellent analytical, communication, and interpersonal skills.
• Ability to work both independently and as part of a team.
• Goal-oriented mindset with a drive to meet performance targets.
• Full, clean driving licence.
• Must maintain up-to-date CPD records.
• Subject to Central Bank of Ireland's Fitness and Probity Regime compliance.
• Potential requirement to complete a sales, financial planning, or industry knowledge demonstration during recruitment.

For additional information and a confidential discussion on this Financial Advisor position and similar opportunities contact: Sarah 056-7786631 / 086 0444833 or Sarah@optimizerecruitment.ie

Sarah is available for a call between 9am and 5.30pm daily (outside of work hours calls / meetings can be arranged upon request). 

Please submit your CV via the link provided, in confidence.

All applications will be dealt with in the strictest confidence and your CV will never be released without your prior approval.

Job Ref Number: OR- INDS 

www.optimizerecruitment.ie

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