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Financial advisor

Morgan Mckinley
Financial advisor
Posted: 11 December
Offer description

Financial Advisor - Dublin / Hybrid - PermanentWe are working with a leading financial services firm to recruit a highly motivated and experiencedFinancial Advisorspecialising in life and pensions. This is an exciting opportunity for a proactive advisor to join a supportive team and grow a substantial client book over the coming years.Key Responsibilities:Provide comprehensive financial advice with a focus on Retirement Planning, Investments, Life, Serious Illness, and Income Protection Insurance.Manage, maintain, and develop a client database while building strong relationships with new and existing clients.Conduct regular financial reviews and provide tailored recommendations based on clients' financial goals.Achieve agreed annual sales targets and contribute to business growth through lead generation, referrals, and networking.Maintain up-to-date client records on the CRM system and adhere to all regulatory requirements.Collaborate with internal teams and external specialists to ensure clients receive the highest standard of service.Requirements:QFA qualification (essential); RPA, AIIPM, or CFP (desirable).Minimum 2+years' experience in sales within Life & Pensions, preferably in a broker environment.Proven track record of achieving sales targets.Strong interpersonal and networking skills with a professional demeanour.Technical knowledge of financial products and a solid understanding of regulatory requirementsProficient IT skills (MS Excel, Word); full driving licence and personal vehicle required.Benefits:Competitive salary with bonus and commission structure.Defined contributory pension scheme, death in service, and income protection cover.Support for professional development and examinations.Business expenses, laptop, company mobile phone, and free parking.This is a fantastic opportunity for an ambitious Financial Advisor looking to advance their career in a supportive and growth-focused environment.

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