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Partner | Business Support, HR, Part Qualified & Operational Finance Recruitment & Talent Advisory | Barden Munster
Barden are delighted to be helping a leading broker in Cork identify a Financial Advisor/ Financial Planner to join their team which has been growing over the past few years. This is an opportunity for someone to join and partner with this firm's strong existing client base and learn from the strong team around you. Open to remote employees or those based in Cork.
ABOUT THE ROLE:
* Responsibilities include financial planning/wealth management advice for existing and new clients.
* Develop business from existing client base and personal connections.
* Guide clients through financial planning stages.
* Align clients’ financial structures with goals and objectives.
* Analyze, develop, and implement comprehensive financial plans.
* Manage client communications and professional relationships.
ABOUT THE PERSON:
* CFP qualified is a big advantage.
* Experience as a Financial Adviser dealing with the Irish market.
* Proficient knowledge of Investment, Pension & Protection company products, offerings, and online systems.
* Excellent writing and communication skills.
Seniority level
Associate
Employment type
Full-time
Job function
Finance
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