Financial Advisor
Posted:
10 November 2026 (Yesterday)
Application Deadline:
7 February 2027
Vacancies:
1 Vacancy
Job Summary
We are currently working with a Wealth Management firm who are looking to hire a Financial Advisor to join their team in Drogheda. This position involves managing an established client portfolio whilst also focusing on growing new business opportunities.
Responsibilities of this Financial Advisor Job:
- Manage and grow an existing portfolio of clientsensuring a proactive client focused service.
- Drive new business growth through referrals self-generated leads and existing client relationships.
- Ensure all client records are maintained accurately.
- Conduct thorough research and analysis to recommend financial solutions that address a wide range of client needs.
- Stay ahead of industry trends regulatory changes and market developments.
Requirements of this Financial Advisor Job:
- Fully QFA qualified and ideally working towards CFP.
- In-depth knowledge of financial regulations markets and industry practices.
- Demonstrable experience in financial advisory with a proven track record of managing and growing client portfolios.
- Excellent communication and interpersonal skills.
- A high level of commercial awareness.
For more information on this Financial Advisor job or to discuss in more detail contact Aoife Stokes at ie or apply directly below.
Required Skills:
QFA