Senior Financial Advisor
- Posted 29 April 2024
- Salary €60,000
- Location
- Job type Full Time
- Discipline Financial Services
- ReferenceJKqFASFA
- Contact NameJamie Kendall
Job description
About Your New Employer:
Our client is a boutique financial planning firm that offers a wide variety of financial planning services to suit their customers individual needs.
What You Will Do:
- Onboard new clients
- Proactively manage own pipeline
- Ability to assess and analyse clients’ financial circumstances to determine their requirements
- Ensure client meetings are conducted in a timely efficient manner
- Make recommendations and provide solutions to client’s requirements
- Manage implementation of product recommendations
- Responsible for the compliance around new product implementation
Who You Are:
- QFA qualification is a prerequisite
- 5+ years experience
- Confident with clients
- A proactive approach to developing this function
- Results-driven & objective focused
- Self-starter with a high degree of initiative without needing direction
- Expert knowledge of investments, pensions, protection, and savings products
- Ability to work as part of a team
- Proficiency in Microsoft Office, Excel, and Microsoft Outlook
- Ability to be flexible and adaptable
- Knowledge of Wealthtrack and Voyant would be a significant advantage
What's on offer:
- Excellent remuneration packages available
- Hybrid, flexible working model in place
- 22 annual leave plus company days
- 5% employer pension contributions (following successful probation)
- Income protection (following successful probation)
What's Next:
Apply now by clicking the “Apply Now" button or call me, Jamie Kendall on 01-4744602 or e-mail me on jkendall@sigmar.ie
Or if the job isn’t quite right but you are looking for something similar, please get in touch
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