Senior Financial Planning Consultant
Our client, a reputable and expanding brokerage firm, is seeking an experienced Financial Advisor to join their professional team at providing unbeatable financial advice and solutions to their clients. This is a rewarding and progressive opportunity for the successful candidate.
The Role;
- Identify financial services needs with potential and existing clients
- Provide professional best advice and consultation with respect to needs
- Make recommendations and provide solutions to client’s requirements
- Ensuring adherence to compliance regulations and standards
- Source new Life, Investment and Pensions business
- Build and maintain strong relationships with clients
- Work to agreed targets and standards
The Candidate;
- 2+ years experience in a similar role, either in a broker or bancassurance
- Must be QFA qualified, RPA qualifications is desirable
- Strong knowledgeable of Life, Pensions and Investment products
- A positive working attitude with ability to work on own initiative
- Confident and professional with their approach to work
- An excellent and proven track record of meeting targets
Benfits:
- Pension Contribution
- Health Cover
- Income Protection
- Generous Annual Leave entitlement
- Laptop
- Commission
- Flexi-Time
Please apply through the portal or send your cv to nmccabe@eirkoo.ie if you would like to be considered for this opportunity.
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