Private Client Advisor

Our client, a Leading Wealth Management firm is hiring for a Private Client Advisor.

This is a hybrid working position with the flexibility to work both virtually and from our clients Dublin office.

• Delivering wealth management advice to an existing portfolio of clients
• Providing outcome based financial planning & investment solutions
• Monitor market trends, regulatory changes, and industry best practices
• Maintain and build strong relationships with clients
• Assess and manage financial risks, ensuring compliance with regulatory standards and internal policies.
• Advising clients on personal family and business protection, and pre as well as post retirement planning needs

• At least 2 years experience dealing directly with private clients or HNW individuals and providing personal financial planning solutions
• Strong knowledge within pensions and investments
• QFA qualification at a minimum, RPA and / or CFP Qualifications are desirable
• Good numerical / analytical skills as well as interpersonal and communication skills
• Professional with the everyday approach to work and dealing with clients
• Experience with Voyant would be an advantage

• Competitive Salary + Bonus
• Health Cover
• Pension
• DIS
• Income Protection
• Flexi Time & Flexi-Leave

If you are interested in this opportunity, please send your CV to nmccabe or apply through the portal.