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Exciting Opportunity to join a dynamic team of dedicated professionals offeringindependent financial and business advice to successful companies and individuals.
This is a great opportunity to join a growing company based in the Midlands.
The role:
The successful candidate will work with our current and expanding client base on developing relationships and providing professional and trusted advice on an ongoing basis. The role requires exemplary lead handling and lead generation skills with proven results.
The role will include the review and analysis of the clients’ financial needs followed by a detailed solution of how these financial goals can be achieved.
Via face to face or online meetings you will provide clients with tailored advice on the suite of financial products available to achieve their goals.
You will be responsible for growing your client portfolio by identifying markets within which you can build a referral base to achieve your own goals and objectives.
Requirements:
* QFA Qualified (must)
* Being customer focused you will be dedicated to helping clients reach their long term financial goals;
* Experience in building strong and lasting relationships with clients;
* Proven success in hitting agreed internal targets;
* Excellent communication skills both verbal and written;
* Excellent understanding of relevant regulatory compliance requirements.
* Proficient in the use of Microsoft Outlook, Word & Excel
* Attractive Salary & package in line with experience
* Pension
* Bonus
Company Info
Midlandjobs.ie
Mullingar, Co. Westmeath, Westmeath, Ireland
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