We are seeking an experienced and qualified Financial Advisor for our client based in Co.Louth. This is an excellent opportunity for a career driven individual looking to join a reputable company that can offer great career progression & training
Key Responsibilities:
Participate in a structured training program covering financial products, investment strategies, regulatory requirements, and client relationship management.
Assist senior advisors daily in gathering client information, preparing financial plans and attending client meetings.
Learn to analyse clients’ financial situations and help develop customised financial plans that suit their specific needs and goals.
Conduct research on various investment options and helping prepare client presentations.
Understand and adhere to industry regulations, company policies, and ethical standards.
Learn techniques for identifying and pursuing new client opportunities through networking, referrals, and marketing initiatives.
Key Requirements:
QFA certification is essential
Minimum 3 years’ experience in a similar role
Excellent communication skills both written and verbal
Ability to work towards tight deadlines
For more information, please apply through the link provided for the attention of Chelsea Butler or email your CV to chelsea.butler@osborne.ie or call Osborne Recruitment on 041 986 5058. 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.
