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Financial portfolio manager

Limerick
beBeeFinancial
Portfolio manager
Posted: 5 July
Offer description

Life and Pensions Financial Advisor Opportunity

We are seeking a skilled Financial Advisor to join our organisation. This is a unique opportunity for an experienced professional to develop their knowledge and skills.

The successful candidate will be responsible for managing and developing an existing portfolio of clients in the Limerick and Ennis region.


Duties and Responsibilities:

* Identify financial services needs with potential and existing clients.
* Provide professional advice and consultation regarding life and pension needs.
* Make recommendations and provide solutions to client requirements, ensuring adherence to compliance regulations and standards.
* Provide ongoing service and advice to clients.
* Build strong relationships.


Requirements:

* (QFA) Qualified Financial Advisor minimum.
* Excellent communication skills.
* Motivated, self-starter with ability to work on own initiative and as part of a team.
* Proven successful track record in career to date.
* Previous experience in a similar Life & Pensions role, either in a brokerage or banc assurance.


Benefits:

* Competitive salary based on experience.
* Uncapped commission structure.

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