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Barden are delighted to be helping a leading broker in Cork identify a Financial Advisor/ Financial Planner to join their team which has been growing over the past few years. This is an opportunity for someone to join and partner with this firms strong existing client base and leverage their brand with your own connections.
ABOUT THE ROLE :
- Responsibilities include financial planning/wealth management advice for existing and new clients.
- Develop business from existing client base and personal connections.
- Guide clients through financial planning stages.
- Align clients’ financial structures with goals and objectives.
- Analyze, develop, and implement comprehensive financial plans.
- Manage client communications and professional relationships.
ABOUT THE PERSON:
- QFA qualified
- CFP qualified is a big advantage
- Experience as a Financial Adviser dealing with the Irish market.
- Proficient knowledge of Investment, Pension & Protection company products, offerings, and on-line systems.
- Excellent writing and communication skills.
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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.
