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Financial services professional

Limerick
beBee Careers
Service
Posted: 12 June
Offer description

Financial Advisor – Limerick

We are currently seeking experienced, self-motivated, and ambitious Life & Pensions Financial Advisors to join a dynamic and growing organisation. This is an excellent opportunity for professionals looking to progress their career in financial services within a supportive and success-driven environment.


About the Role

* Identify and assess the financial needs of both new and existing clients
* Provide tailored advice and solutions in line with compliance and regulatory requirements
* Build and maintain strong client relationships through professional and ongoing service
* Meet and exceed agreed performance targets and KPIs
* Maintain accurate and up-to-date client records
* Stay informed on industry changes, products, and best practices


Candidate Requirements

* Qualified Financial Advisor (QFA) designation required
* Minimum of 3–5 years' experience in a client-facing Life & Pensions advisory role
* Proven track record in meeting sales targets and delivering excellent customer service
* Experience within a brokerage or bancassurance environment an advantage
* Excellent interpersonal and communication skills
* Proactive, results-driven, and able to work independently or as part of a team


What's On Offer

* Competitive salary and bonus structure
* Mobile phone and laptop provided
* Expenses and mileage reimbursement
* Company pension scheme
* Ongoing training and career development opportunities
* Support for professional qualifications (e.g., CIP, ACII, MDI, QFA)

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