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 learn from the strong team around you. Open to remote employees or those based in Cork

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
• Experience as a Financial Advisor dealing with the Irish market.
• Proficient knowledge of Investment, Pension & Protection company products, offerings, and on-line systems.
• Excellent writing and communication skills.