Senior Financial Planner

3 weeks ago

Portlaoise, Laois, Ireland LowQuotes Full time
We are currently seeking ambitious and adaptable individuals to work within our sales department.
True Financial Limited provide solutions for clients Financial needs including Protection, Pensions, Savings & Investments, Mortgages, Personal Financial Planning and Business Financial Planning.
We specialize in online, telephone and face to face consultations.
Our Financial Planners and Advisors have the full support of our Administration Department thereby affording them the necessary support to focus on advising and serving our customers needs and requests.
Responsibilities Actively identify sales opportunities from existing client book and high intent new customer inbound enquiries, proposing suitable financial solutions.
Provide professional, compliant and expert advice with regard to needs and opportunities identified Ensure all prescribed procedures, working methods and industry regulations are adhered to Work to agreed targets and standards.
Requirements - QFA certified, CFP preferred.
Excellent financial advisory sales skills.
Delivering a high level of customer service via phone, email, web-meetings, face to face meetings Team player that maintains productive relationships with colleagues & management.
Previous experience as a Financial Advisor in a Financial Services Brokerage or Financial Institution.
Previous experience operating a CRM system preferable but not required Why choose True Financial Limited ? High intent customer enquiries delivered directly to your CRM Company Pension available, DIS and Income Protection Benefits Employee Wellness Programme.
Competitive salary with uncapped commission and bonus Full support from Administration Department.
Full training and support program Fully supported development and education program Broker Centre and CRM to assist with streamlining processes.
Hybrid and Remote Working Arrangements Very Competitive Remuneration Package Benefits: Work From Home

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