Financial Advisor - Ulster

Description

We are hiring for our client as they continue to develop their financial planning offering and seek to appoint an experienced Financial Advisor to their team in Monaghan.

This is an excellent opportunity for a client-focused Financial Advisor who enjoys taking a holistic approach to financial planning, building trusted long-term relationships and providing advice tailored to each client’s individual circumstances and objectives.

The successful Financial Advisor will join an established business offering a competitive salary, hybrid working and the opportunity to develop their career within a professional and supportive environment.

Top 3 Things to Know About this Job

1. Competitive salary and benefits package
2. Hybrid working with a Monaghan base
3. Holistic financial planning role with strong client interaction

The Role

As Financial Advisor, you will:

• Develop and maintain strong, long-term relationships with new and existing clients
• Provide holistic financial planning advice based on individual client circumstances, objectives and priorities
• Review clients’ financial arrangements and identify appropriate planning opportunities
• Conduct detailed client fact-finds and establish short, medium and long-term financial goals
• Provide clear, professional and tailored financial advice
• Manage an existing portfolio of clients while developing new relationships
• Conduct regular client reviews and ensure advice remains appropriate as circumstances change
• Maintain accurate client records and ensure all activity is completed in line with relevant regulatory and compliance requirements
• Work collaboratively with colleagues to deliver a high-quality client experience
• Contribute to the continued growth and development of the financial planning business

The Person

The successful Financial Advisor will ideally have:

• Previous experience working within financial planning, financial advice or wealth management
• A strong understanding of holistic financial planning
• Appropriate financial planning qualifications for the Irish market
• Excellent relationship-building and communication skills
• The ability to explain financial matters clearly and confidently to clients
• A professional, consultative and client-focused approach
• Strong organisational skills and attention to detail
• The ability to manage an existing client portfolio and develop new business relationships
• A strong understanding of the importance of compliance and suitability within financial advice

The Reward

• Competitive salary, dependent on experience
• Hybrid working
• Monaghan location
• Long-term career development opportunity
• Established and supportive working environment
• Opportunity to build strong, ongoing relationships with clients
• Broad exposure to holistic financial planning

Next Steps

For further information, and to apply for this Financial Advisor job in Monaghan, please contact Connor Donaghy at Hunter Savage.

Visit the Hunter Savage website for a full list of Accountancy, Finance and Financial Services opportunities.

Why Hunter Savage

Hunter Savage is a specialist recruitment consultancy with deep market expertise across Accountancy & Finance and Financial Services throughout Northern Ireland and the Republic of Ireland.

Our niche-focused, consultative approach allows us to build long-term relationships with professionals and employers, providing informed and confidential career advice based on a detailed understanding of the market.

With offices across the UK and Ireland, our specialist teams combine sector knowledge with extensive market networks to help professionals identify opportunities offering genuine potential for progression and growth.

Expert, confidential recruitment advice.

Salary details listed are intended as a guide. Salary is generally negotiable and will depend on factors including experience and expertise.

We reserve the right to heighten shortlisting criteria dependent upon the calibre of response.