Partner at The Panel / Strategic Recruitment Partner for Banking and Treasury Success
Our client, a prestigious and long established Irish financial brokerage firm, is seeking a motivated and experienced Senior Financial Advisor to join their team.
The Job
* Manage and nurture relationships with an existing client base while actively seeking new business opportunities
* Conduct regular financial reviews with clients, providing comprehensive advice on retirement planning, investments, and insurance products
* Develop and maintain a robust prospect pipeline, aiming to expand the client base and achieve sales targets
* Ensure compliance with regulatory requirements and maintain high standards of client records on the CRM system
* Network internally and externally to enhance business development and maintain the brand's integrity
The Candidate
* Bachelor’s degree in business, finance, or a related field
* Essential qualifications include QFA, with RPA, AIIPM, and CFP being desirable
* Minimum of 10 years of sales experience in the Life and Pensions industry
* Proven track record in achieving annual sales targets
* Excellent client facing skills and ability to close business
* A strong understanding of relevant regulatory requirements
* Excellent interpersonal skills and proven ability to network and build trusted relationships both internally and externally
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Sales and Business Development
Industries: Investment Advice
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