Financial Advisor

Hello Business Services

Full Time


Position: Financial Advisor
Company: Hello Business Services
Location: Dublin 18
Contact: Geoff Boyle
Contact Email: finance@hello.ie
Date Posted: 18th April 2024
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Job Specification:

Hello Business Services is seeking a motivated and skilled Financial Advisor to join our team. As a Financial Advisor, you’ll play a crucial role in helping clients achieve their financial goals. You’ll provide personalised advice, develop financial plans, and guide clients through various investment options.

Responsibilities:

  • Strategic Advice: Offer strategic financial advice across a range of products and services including Pensions, Investments and Life Insurance.
  • Financial Planning: Assess clients’ financial situations and create comprehensive financial plans.
  • Investment Management: Research investment opportunities and manage portfolios.
  • Tax and Estate Planning: Provide tax strategies and assist with estate planning.
  • Insurance Recommendations: Advise clients on suitable insurance products.
  • Retirement Planning: Help clients plan for retirement.
  • Education and Communication: Educate clients about financial options and risks.
  • Monitoring and Adjustments: Continuously monitor clients’ progress and adjust plans as needed.
  • Must be able to work on own, be self-motivated.

Qualifications:

  • Experience: Minimum 4 years as a financial advisor. Experience managing small group pension schemes.
  • Certification: Minimum requirements: Qualified Financial Advisor (QFA) designation, additional RPA preferred.
  • Communication Skills: Excellent verbal and written communication.
  • Ethical Standards: Uphold high ethical standards and maintain client trust.

Why Join Us?

  • Competitive base salary
  • Work from home
  • Commission Structure

Email applications for this role are preferred.


Please respond with your Curriculum Vitae, in the strictest confidence, to:

Geoff Boyle
Hello Business Services
Email applications for this role are preferred to finance@hello.ie
Hello.ie
PO Box 12230
Dublin 18
finance@hello.ie


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