Financial Advisor  - Osborne
Job Summary
  • Louth
  • Permanent
  • 18th October 2024
  • -
  • Ref ID: #43123

Job Description

  • Location: Louth, Louth
  • Type: Permanent
  • Job #43123

Financial Advisor 

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.

#INDOSB1
#INDCHEL

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