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Financial advisor

Tralee
Frs Recruitment
Financial advisor
Posted: 19h ago
Offer description

Financial Advisor FRS Recruitment Location: Tralee, Co. Kerry Position: Full Time, Permanent. On behalf of our client, who has a branch office located in Tralee, Co. Kerry, we are seeking a Financial Advisor to join their team. Our client specialises in financial services including Mortgage Protection, Pensions, Savings, and Investments. As a financial advisor you will provide professional financial advice and tailored solutions to clients, helping them achieve their financial goals while maintaining regulatory compliance. Responsibilities: Build and maintain strong client relationships. Assess clients' financial circumstances, goals, and risk tolerance. Provide advice on Mortgage Protection, Pensions, Savings, Investments, and financial planning. Develop and review personalised financial plans. Identify new business opportunities and maintain referral networks. Ensure compliance with regulatory and internal standards. Requirements: Strong communication and relationship management skills. Good understanding of financial products and planning principles. Strong analytical, organisational, and problem-solving skills. Desirable: Experience in financial advisory, enterprise support, or business guidance Self-employed experience or a strong entrepreneurial/self-starter mindset Relevant financial qualification, such as Qualified Financial Advisor (QFA) or equivalent. Competitive salary with performance-related bonus/commission. Business Start-up Allowance (BSA) may be available, subject to eligibility. If you are looking to make a move and have the above relevant experience or qualification, please apply by sending your CV today and I will contact you to discuss this Financial Advisor role with you. CONSULTANT: JULIETTE O DONOGHUE Skills: Relationship-building Financial Acumen Entrepreneurial Good Communication & Analytical Skills Benefits: Commission + Payment for QFA Qualification
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