Wealth Management Adviser - Galway

The Opportunity

An exciting opportunity has arisen for a wealth management professional to play a key role in establishing a new, standalone wealth management business alongside an established accountancy practice.
This is a rare opportunity to help build a business from the ground up, with involvement in the Central Bank of Ireland authorisation process, regulatory compliance and the development of a new client offering.
The business will provide a range of financial products, including pensions, life assurance, income protection and insurance, to both existing clients and new customers.

Key Responsibilities

• Help establish the new business, including the CBI application and regulatory framework.
• Oversee ongoing regulatory compliance and controls.
• Advise clients on pensions, life assurance, income protection and other financial products.
• Develop client relationships and identify new business opportunities.
• Play a key role in growing the business and shaping its future direction.

Requirements

• Experience within wealth management, financial planning or a similar advisory environment.
• QFA/LIA qualifications.
• Understanding of the Irish financial services regulatory environment.
• Strong commercial awareness and relationship-building skills.
• Experience with CBI authorisation and regulatory compliance would be advantageous.

Why Apply?

An opportunity to take on a pivotal role in building a new wealth management business, combining regulatory responsibility, client advisory work and business development, with the potential to make a significant impact on its growth.

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INDS