Hello Business Services is seeking a motivated and skilled Financial Advisor to join our team. As a Financial Advisor, you’ll play a crucial role in helping clients achieve their financial goals. You’ll provide personalised advice, develop financial plans, and guide clients through various investment options.
Responsibilities:
1. Strategic Advice: Offer strategic financial advice across a range of products and services including Pensions, Investments and Life Insurance.
2. Financial Planning: Assess clients’ financial situations and create comprehensive financial plans.
3. Investment Management: Research investment opportunities and manage portfolios.
4. Tax and Estate Planning: Provide tax strategies and assist with estate planning.
5. Insurance Recommendations: Advise clients on suitable insurance products.
6. Retirement Planning: Help clients plan for retirement.
7. Education and Communication: Educate clients about financial options and risks.
8. Monitoring and Adjustments: Continuously monitor clients’ progress and adjust plans as needed.
9. Self-Motivation: Must be able to work independently and be self-motivated.
Qualifications:
1. Experience: Minimum 4 years as a financial advisor. Experience managing small group pension schemes.
2. Communication Skills: Excellent verbal and written communication.
3. Ethical Standards: Uphold high ethical standards and maintain client trust.
Why Join Us?
1. Work from home
2. Commission Structure
Email applications for this role are preferred.
Please respond with your Curriculum Vitae, in the strictest confidence, to:
Geoff Boyle
Hello Business Services
Email applications for this role are preferred to finance@hello.ie
PO Box 12230
Dublin 18
finance@hello.ie
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