Financial Advisor

Our busy Financial Service client in the Cookstown area require a Financial Advisor to join their team.  All work and appointments are carried out in office. They advise on mortgages, protection products & Investments & Pensions.

Job Summary:

As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients, helping them achieve their financial goals through sound financial decisions. You will assess clients’ financial situations, recommend suitable financial products, and provide ongoing support to ensure their financial plans remain aligned with their life goals. This role requires a deep understanding of financial markets, strong analytical skills, and the ability to build lasting relationships with clients.

Key Responsibilities:

• Client Consultation: Meet with clients to assess their financial needs, goals, and risk tolerance. Gather detailed information about their financial situation, including income, expenses, debts, and assets.
• Financial Planning: Develop comprehensive financial plans tailored to clients’ individual needs, covering areas such as retirement planning, investment strategies, insurance, tax planning, and estate planning.
• Investment Advice: Provide recommendations on investment products and strategies, including stocks, bonds, mutual funds, and other securities, based on market research and clients’ financial objectives.
• Portfolio Management: Monitor and manage clients’ investment portfolios, making adjustments as necessary to align with their goals and market conditions.
• Client Education: Educate clients about financial markets, investment options, and the benefits and risks associated with various financial products.
• Compliance: Ensure all financial advice and transactions comply with relevant regulations and company policies. Maintain accurate records of client interactions and financial plans.
• Relationship Building: Develop and maintain strong, long-term relationships with clients. Regularly review and update clients’ financial plans to reflect changes in their circumstances or market conditions.
• Business Development: Identify and pursue opportunities to grow the client base through referrals, networking, and marketing initiatives. Attend industry events and seminars to enhance knowledge and build contacts.

Qualifications:

• Bachelor’s degree in Finance, Economics, Business, or a related field. A Master’s degree or MBA is a plus.
• Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or equivalent.
• Proven experience as a Financial Advisor or in a similar role.
• Strong knowledge of Pensions & Investments.
• Excellent analytical skills and attention to detail.

Compensation:

• Competitive salary with performance-based bonuses & Company Benefits
• Opportunities for professional development and career advancement.

For more information please contact Eunice Loughran on 028 87440033 or email eunice@haugheyrecruitment.com

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