One of our long-standing, high-calibre clients, who is a prominent player in the Irish Financial Services space, is looking for an accomplished, well-rounded Financial Advisor to step into a significant role:
Taking over an existing, well-nurtured book of business comprising high-value clients across pensions, investments, and protection
This is a opportunity allows the successful candidate to build on strong foundations, and continue offering the kind of thoughtful, client-centric advice that’s made this firm a trusted name in the market.
Duties & Responsibilities
* Identify financial services needs with potential and existing clients
* Provide professional best advice and consultation with respect to needs
* Make recommendations and provide solutions to client’s requirements ensuring adherence to compliance regulations and standards.
* Provide ongoing service and advice to clients.
* Build strong relationships
* Work to agreed targets and standards.
Minimum Selection Criteria
* (QFA) Qualified Financial Advisor
* At least 3-5 years' experience as a Financial Advisor
* Proven successful track record in client facing meetings with responsibility for target delivery
* Previous experience in a face to face Life & Pensions Advisor role, either in a brokerage or banc assurance
* Excellent communication skills
* Motivated, self-starter with ability to work on own initiative and as part of a team.
* Candidates must pass all compliance and legal background checks before being selected
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