Financial Services Jobs

Jump back

Consultant – Wealth Management

Type Permanent

Salary Negotiable

Location Cork City

Ref # 3943

Apply now!

Barden are delighted to be working with a Wealth Management company based in Cork City who are looking for a consultant to join their team. The main focus is investment and retirement planning as well as other products. You will be involved in a growing business who focus on their clients’ needs and providing the right advice and not just selling products.

‘The right person for this role will be ambitious and motivated to progress within a growing environment – bringing their own knowledge and expertise to the team.’ Head of Operations

ABOUT THE ROLE:

  • Provide professional wealth management advice to clients
  • Looking after established clients and also working on new business relationships.
  • The ability to work to targets and deadlines within a fast moving, dynamic environment.
  • Day to day management of client accounts.
  • Must have an understanding of relevant regulatory compliance requirements.
  • Attending client meetings (virtually for now)

ABOUT THE PERSON:

  • Around 3-5 years relevant experience in the industry with excellent knowledge in investment and planning.
  • All applicants must be fully QFA/CFP qualified
  • Self-starter with ambition to progress within a dynamic environment.
  • Exceptional client service and communication skills

image

Barden’s Financial Services recruitment practice is where FS professionals go before they start looking for a job. Make sure you get expert advice about your financial services career from Barden first – your future is just too important to leave to chance.

Apply now to this job

Working with Fionnán’s team
Fionnán O’Sullivan leads a team of insurance, asset management and banking recruitment experts that work exclusively with financial services professionals across Ireland. With a deep understanding of leading FS businesses, team structures, cultures and the nuances of the FS market, Fionnán and his team, many of whom are FS trained themselves, go to great lengths to provide a consultative and supportive service to the people they work with. Fionnán and his team are where financial services professionals in Ireland go for advice before they start looking for a job.

    Apply with your CV

    By submitting your CV application you consent to your data being used as outlined in our Privacy Policy.

    Thank you for applying to this job

    Thank you for your application. One of our expert team will be in touch in due course. In the meantime please do continue to browse our open assignments or check out some of our expert Financial Services insights in our resources area.

    You might also like

    Associate - Investment Oversight

    Dublin (All)

    €60 000 - €70 000

    View Job

    Development Underwriter

    Dublin City Centre

    Negotiable

    View Job

    Insurance Agent

    Dublin City Centre

    Negotiable

    View Job

    Risk Advisory - Consultancy - Manager

    Dublin (All)

    Negotiable

    View Job
    See All Related Jobs