Careers at Alpha Wealth
Join a progressive & innovative team that invests in you.
Join the Future of Wealth Management
At Alpha Wealth, we’re passionate about empowering individuals and businesses with tailored financial advice and planning. Our mission is to simplify financial decisions, helping clients to make the most of their money
We can only deliver the best financial advice by employing the best people. We believe financial advice shouldn’t be a privilege and we’re passionate about making financial clarity accessible to everyone. That’s why we build award-winning teams, empowering individuals at every stage of their professional journey.
All Alpha Wealth Financial Advisors hold QFA & CFP qualifications and operate on a non-commission basis, so you can trust their unbiased impartial advice.
Why work with us
Employment Benefits
Alpha Wealth offers competitive benefits including life assurance, company pensions scheme and a flexible work environment.
Study Support
Alpha Wealth offers exam support to interns and graduates pursuing further education or QFA qualifications.
Hybrid Work Environment
Alpha Wealth allows a hybrid work structure where employees can work remotely or from the office based on task requirements or personal work preference.
Continuous Development
To ensure our team remains adaptable, skilled, and aligned with evolving business needs, we dedicate regular Team Training Days to ongoing professional development.
Open positions
- You will be part of our administration department and will assist with the administration of Alpha Wealth’s protection, investment & pension applications from start to finish
- Liaising with clients in relation to the day to day administration of policies and queries
- You will communicate with clients over phone and email keeping them updated on the progress of their application/s.
- You will support Financial Advisors with any ad hoc administration duties
- You will be involved in the training of junior team members
What you will need to succeed:
- Excellent communication skills
- Enthusiastic Team Player
- Ability to multitask & prioritise queries
- Highly self-motivated & ability to work on own initiative
- Excellent attention to detail
- Strong organisational skills
- Be flexible in your day to day duties
Qualifications & skills required:
- QFA qualified
- Knowledge of Anti Money Laundering requirements and compliance procedures
- 2-3 years’ experience in a brokerage environment
Role Description
This is a full-time Financial Advisor role at Alpha Wealth in our Cork office. As a Financial Advisor, you will provide clients with personalised financial advice, analyse financial situations, recommend strategies for wealth growth and protection and assist in financial goal setting. Building strong client relationships, staying updated on financial trends and ensuring compliance with regulations are key responsibilities of this role.
Qualifications
- QFA (Qualified Financial Advisor) in Full
- Proven experience in financial planning, investment management and retirement planning
- Strong knowledge of financial products, services and regulatory requirements
- Excellent communication, interpersonal and problem-solving skills
- Ability to analyse complex financial information and provide recommendations
- Proficiency in financial software and tools for data analysis and reporting
- Commitment to ongoing professional development and upholding ethical standards in financial advising
Join Team
All Alpha Wealth Financial Advisors hold QFA & CFP qualifications and operate on a non-commission basis, so you can trust their unbiased impartial advice.
