We are seeking a qualified Financial Adviser to join our client's expanding advisory team in Skibereen due to ongoing growth. The ideal candidate will be skilled at securing new clients while maintaining and developing relationships with profitable clients and key introducers.
The Location:
West Cork Region, Co. Cork
This is an onsite role requiring travel to local offices one day per week.
Key Responsibilities:
* Provide clients with comprehensive financial planning solutions including tailored investment plans, pensions, savings, and protection.
* Manage existing client portfolios and develop relationships with new and existing clients within the region.
* Identify clients' financial planning needs and generate new business opportunities to achieve performance targets.
* Deliver high-quality professional advice and consultation respecting clients' needs.
* Conduct in-depth evaluations of clients' financial situations, current provisions, future goals, and risk tolerance through comprehensive fact-finding exercises.
* Collaborate with support staff to improve administrative processes through feedback and cooperation.
* Maintain professional development and accreditation through regular tutorials and seminars.
* Report on activities, business targets, and meetings undertaken to management and support staff.
* Stay up-to-date with financial products and legislation.
* Communicate operational issues to line managers and directors.
* Achieve or exceed agreed business targets while meeting compliance standards and requirements.
Essential Requirements:
* Candidates must be fully QFA and CPD compliant.
* Proven experience in a similar role is essential.
* Exceptional communication skills, both verbal and written, are required.
* A systematic approach to managing workload, prioritizing tasks to ensure timely completion.
* Ability to maintain positive working relationships with colleagues, management, and business partners.
* Results-driven individual who takes initiative to achieve positive outcomes and goals.
* Team player with strong connections with colleagues, management, and business associates.
* Possession of own transport is necessary.
* Previous experience in sales roles within brokerage or similar environments is advantageous.