We are seeking a skilled Financial Advisor to join our team. As a key member of our organization, you will play a crucial role in developing and maintaining strong relationships with customers, providing expert advice on investment, life, and pensions requirements.
Job Description
In this exciting opportunity, you will be responsible for achieving revenue targets while working to the highest standards of professionalism and advice. You will conduct comprehensive fact-finds with customers to identify and prioritize their financial planning needs and objectives. Your proactive approach will enable you to develop internal and external relationships to promote and grow our business.
You will operate to the quality standards defined, ensuring compliance with company policies, procedures, and regulatory requirements. Additionally, you will take responsibility for your personal development, consistently improving your sales ability, technical skills, and industry knowledge.
Required Skills and Qualifications
* Leaving Certificate or Equivalent Qualification
* Recognized Qualification (e.g. QFA, CFP)
* Proven Ability to Identify Customer Needs and Make Recommendations
* Sales Experience with Intermediaries or the Public
* Proficiency in MS Office Suite and Electronic Point of Sale Systems
Benefits
* Bonus
* Paid Holidays
* Pension Scheme
Competencies
* Customer Relationship Management
* Planning & Organisation
* Problem Solving & Decision Making
* Drive for Results