Financial Consultant
Job Overview:
The company is seeking a highly motivated and experienced financial advisor to join its expanding team. The successful candidate will be responsible for providing expert advice on investment, life, and pension services.
Key Responsibilities:
* Achieve business targets by identifying and prioritizing clients' financial planning needs.
* Conduct comprehensive assessments with clients to provide tailored solutions for investments, life, and pensions.
* Maintain high standards in professionalism and compliance with regulatory requirements.
Qualifications & Skills:
Minimum Leaving Certificate or equivalent qualification
Recognized qualifications such as QFA or CFP
Proven ability to assess customer needs and provide solutions for investments, life, and pensions
Strong self-starter with a high level of energy and initiative
Sales experience either directly to the public or through intermediaries