Join our team as a Senior Financial Advisor and become an integral part of a well-established financial advisory firm in Donegal.
Job Description
* We are seeking a highly skilled and experienced Senior Financial Advisor to join our team and provide expert advice to clients.
* You will be responsible for managing and maintaining strong relationships with clients, conducting regular financial reviews, and recommending solutions that meet their needs.
Key Responsibilities:
1. To conduct thorough financial assessments and develop tailored financial plans that cater to the unique needs of each client.
2. To maintain accurate records of client interactions, financial transactions, and recommendations made.
3. To stay up-to-date with industry trends, regulatory requirements, and best practices to ensure compliance and excellence in service delivery.
Required Skills and Qualifications:
* A degree in finance or a related field, preferably with a professional certification such as QFA.
* A minimum of 3 years' experience in financial brokerage or self-employed environment in Ireland, with a proven track record of delivering exceptional results.
* Strong communication and presentation skills, with the ability to effectively engage with clients and stakeholders.
* Proficiency with Microsoft Office, including Excel, Word, and PowerPoint.
Benefits:
* Ongoing training and development opportunities to enhance your skills and knowledge.
* A competitive salary and benefits package, including bonuses and incentives.
* The opportunity to work with a dynamic and supportive team in a fast-paced and challenging environment.