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Career opportunities in financial planning

Galway
beBeeFinancialPlanning
Financial planner
Posted: 26 October
Offer description

Financial Advisor Role


This is an exciting opportunity to embark on a career path that focuses on providing comprehensive financial solutions to clients. As a key member of the team, you will be responsible for identifying and prioritising client needs, building internal and external relationships, and maintaining high standards of professionalism.



Key Responsibilities:


* Achieve sales targets for life, pension, and investment services.
* Conduct thorough assessments with clients to understand their financial planning requirements.
* Develop and maintain strong relationships with clients, partners, and stakeholders to drive business growth.
* Maintain up-to-date knowledge of industry trends, regulatory requirements, and best practices.
* Pursue ongoing professional development to enhance skills, knowledge, and performance.



Requirements:


* Minimum Leaving Certificate or equivalent qualification.
* Relevant qualifications such as QFA or CFP.
* Proven ability to assess customer needs and provide tailored solutions for investments, life, and pensions.
* Strong self-motivation, energy, and initiative to succeed in a fast-paced environment.
* Sales experience, either within intermediaries or direct to the public.
* Proficiency in MS Office and electronic point-of-sale systems.
* Excellent communication, interpersonal, and organisational skills.



Benefits:


This role offers a rewarding career path with opportunities for growth, development, and recognition. You will be part of a dynamic team that values professionalism, integrity, and customer satisfaction.



Equal Opportunities Employer:


We are an equal opportunities employer that welcomes applications from individuals regardless of age, gender, ethnicity, or background.

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