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Financial Advisor

Type Permanent

Salary €40,000 - €50,000

Location Cork (All)

Ref # 7835

Barden are proud to have been exclusively retained by a growing wealth management company as they look to build out their Cork team through the addition of a Financial Advisor. This person will work directly alongside the company’s Director and will be responsible for handling & developing their own book of clients.

“I am looking for someone who can work independently on their own, someone with a few years of financial planning experience who is looking to build their own book. We’re a small business so there is a lot of flexibility around hybrid working, development opportunities, and things like that.” – Company Director

About the Role:

  • Developing comprehensive financial plans for various Business Owners and Individuals; through tailored savings, investment, retirement, and pension options.
  • Developing and managing your own pipeline of business.
  • Building and maintaining relationship with existing clients and ensuring a continued high standard of service.
  • Keeping abreast of relevant CPD requirements.

About the Person:

  • QFA qualification is essential.
  • At least 3 years of experience in a financial advisor or wealth management company.
  • Previous experience working directly with clients is desirable.
  • Proven proactive approach to developing this function over time.
  • Technically proficient in Microsoft Office, Excel, and Microsoft Outlook.
  • Knowledge of Money Advice CRM and Voyant would be a significant advantage.

Hi, we’re Barden.  We’re the Partner Led Talent Advisory & Recruitment Firm that puts Talent first. With practices across Accounting & Tax, Business Support, Financial Services, Legal, Life Sciences, Supply Chain, and Technology, we help build world-class teams for Ireland’s top companies and we help top Talent achieve their ambitions. Simple.

Applications for this job are closed.

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