Senior Financial Advisor

Role Description

Alpha Wealth is a Dynamic, Progressive Financial Services company. Our purpose is to provide individuals, and companies, with a level of service and advice which
they would not have been used to before. We give advice/provide solutions in 3 core areas: Protection & Insurance (including Health Insurance), Retirement Planning and managing your savings. But we also do a lot more. We are seeking to recruit experienced, ambitious and self-motivated financial advisors to join our successful and growing organisation. The successful candidate
will be provided with the opportunity to develop their knowledge and skills. We offer competitive salary with bonus, expenses, mobile and laptop.

Duties & Responsibilities

Identify financial services needs with potential and existing clients
Provide professional best advice and consultation with respect to client’sneeds
Make recommendations and provide solutions to client’s requirements ensuring adherence to compliance regulations and standards.
Provide on-going service and advice to clients.
Build strong relationships
Work to agreed targets and standards.

Desired Skills and Experience

Part or Full (QFA) Qualified Financial Advisor with excellent communication skills
Motivated, self-starter with ability to work on own initiative and as part of a team.
Previous experience in a similar role, either in a brokerage or bank assurance or Life Assurance Company


 Attractive remuneration package plus benefits (Pension/expenses/mileage) and a good bonus & career potential in a growing progressive company based in Little Island.


Please send your CV’s to or call  021 2061780


Financial Services Administrator

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