Senior Financial Planner About Your New Employer This role is a great opportunity within an Irish financial advisor company to provide comprehensive financial solutions for clients that include Protection, Pensions, Savings & Investments and Business Financial Planning.
They specialise in online, telephone, and face-to-face consultations and have an excellent reputation within the industry.
Our client has a full Administration department to support Financial Planners and Advisors, allowing them to focus on advising and serving customers' needs.
About Your New Job As Senior Financial Planner, you will actively identify sales opportunities from existing client books and high-intent new customer inbound enquiries, proposing suitable financial solutions.
You will provide expert advice, and offer professional, compliant, and expert knowledge regarding needs and opportunities identified.
You will ensure all prescribed procedures, and working methods, and industry regulations are adhered to and complied with.
You will strive to meet agreed targets and standards.
What Skills You Need QFA certified, CFP preferred.
Excellent financial advisory sales skills.
Deliver a high level of customer service via phone, email, web-meetings, and face-to-face meetings.
Previous experience as a Financial Advisor in a Financial Services Brokerage or Financial Institution.
Whats on Offer Competitive base salary and uncapped commission structure.
Extensive employee benefits package.
Hybrid and remote working arrangements, on-site parking.
Whats Next Apply now by clicking the Apply Now" button or call us at .
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Skills: financial advisor client customer Benefits: See Description