Company Description
Alpha Wealth is a leading Financial Services Advisor based in Cork, Ireland. We specialise in providing comprehensive financial advice and solutions to individuals and companies. With a mission to empower clients towards a more secure financial future, we offer services such as asset management, retirement planning, tax advice, and investment strategies. Our team of QFA & CFP qualified financial advisors ensures impartial and transparent advice to over 4,000 clients nationwide. Managed assets exceed €250m over the past decade, making us a trusted wealth management firm regulated by the Central Bank of Ireland.
Role Description
This is a full-time Financial Advisor role at Alpha Wealth in our Cork office. As a Financial Advisor, you will provide clients with personalised financial advice, analyze financial situations, recommend strategies for wealth growth and protection and assist in financial goal setting. Building strong client relationships, staying updated on financial trends and ensuring compliance with regulations are key responsibilities of this role.
Qualifications
* QFA (Qualified Financial Advisor) in Full
* Proven experience in financial planning, investment management and retirement planning
* Strong knowledge of financial products, services and regulatory requirements
* Excellent communication, interpersonal and problem-solving skills
* Ability to analyse complex financial information and provide recommendations
* Proficiency in financial software and tools for data analysis and reporting
* Commitment to ongoing professional development and upholding ethical standards in financial advising
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