Snr Financial Advisor - Osborne
Job Summary
  • Louth
  • Permanent
  • 10th September 2024
  • -
  • Ref ID: #42228

Job Description

  • Location: Dundalk, Louth
  • Type: Permanent
  • Job #42228

Financial Advisor

We are seeking a motivated and knowledgeable Financial Advisor for our client based in Co. Louth.
The ideal candidate will be a Qualified Financial Advisor with a minimum of 3 years’ experience in a similar role. 

Key Responsibilities:

  • Build and maintain strong, long-term relationships with clients by understanding their needs and providing personalized financial advice.
  • Develop and implement financial plans that include retirement planning, investment strategies, tax planning, and risk management.
  • Guide clients in the selection and management of investment portfolios, ensuring alignment with their financial goals and risk tolerance.
  • Stay informed of industry regulations and ensure all activities are compliant with legal and ethical standards.
  • Keep up-to-date with financial products, tax laws, and market trends to provide the best advice to clients.
  • Identify and pursue new business opportunities through referrals, networking, and other sales initiatives.

 
Key Requirements:

  • QFA certification is essential
  • Previous experience advising on of pension, protection and investment products in the Irish market is a must.
  • Excellent interpersonal and communication skills to effectively build and maintain client relationships.

For more information, please apply through the link provided for the attention of Chelsea Butler or email your CV to chelsea.butler@osborne.ie
Please submit your updated CV in Word Format.
If you are living in Ireland and hold a valid work permit we would love to hear from you, if however you do not hold a valid work permit unfortunately we will not be in a position to assist you with your job search
Osborne are proud to be an Equal Opportunity Employer.
#INDOSB2
#INDCHEL

 

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    Job Summary
    • Dublin
    • Permanent
    • Nov 17, 2022
    • Competitive
    • Ref ID: 123456