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Financial Advisor
3 weeks ago
Financial Advisor
Salary – 60,000 Euro
Hybrid model - 1 day in the office, 4 days working from home
Financial Advisor Key Duties
- Onboard new clients
- 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
- Must have QFA designation
- 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
This role is managed by Walters People entity which is a temporary recruitment agency.
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