Responsibilities:
* Provide tailored financial solutions and advice over the phone / Zoom / in office / at customers homes by appointment / email.
* Actively identify areas where you can provide solutions for individuals starting our in their life journey to high net worth clients.
* Manage and develop the existing book of customers
* Ensure all internal procedures and industry regulations are followed.
Requirements
* CFP / QFA / APA / Trainee for the apprenticeship role
* Excellent telephone and communication skills.
* Ability to deliver a high level of customer service via phone, email & web-meetings.
* Team player that maintains productive relationships with colleagues & management.
* Previous experience as a Financial Advisor, CFP, QFA or APA in a Financial Services Brokerage or Financial Institution.
Why join the Premier Group
* Hybrid opportunity available for the ideal candidates.
* Immediate entry into our Company Pension scheme
* Highly competitive salary with uncapped commission and bonus potential.
* Full support from Administration Department.
* Continuous sales & CRM training provided.
* Immediate access to the Premier Group products and rates.
Job Type: Full-time
Pay: €30,000.00-€45,000.00 per year
Benefits:
* Company events
* Company pension
* Employee discount
* Flexitime
Work Location: In person