Financial Advisor

3 weeks ago

Galway, Galway, Ireland September Consulting Ltd Full time

We are seeking a motivated and dynamic Financial Advisor to join an expanding team across the country. This role offers an excellent opportunity to grow your career within a long-established and ambitious company, reporting directly to the Sales Manager.

Key Responsibilities
  • Achieve business targets for life, pension, and investment services.
  • Conduct comprehensive assessments with clients to identify and prioritise their financial planning needs.
  • Build and nurture both internal and external relationships to grow the financial solutions business.
  • Maintain high standards in professionalism and compliance with regulatory requirements.
  • Take responsibility for personal and professional development by proactively improving sales, technical skills, and industry knowledge.
Qualifications
  • Minimum Leaving Certificate or equivalent.
  • Recognised qualifications such as QFA or CFP.
Experience & Skills
  • Proven ability to assess customer needs and provide solutions for investments, life, and pensions.
  • Strong self-starter with a high level of energy and initiative.
  • Sales experience, either with intermediaries or direct to the public.
  • Proficiency in MS Office and electronic point-of-sale systems.
  • Excellent interpersonal, communication, and organisational skills.
  • Strong customer relationship management, ensuring satisfaction at every interaction.
  • Effective planning and organisation in managing competing tasks.
  • Problem-solving and decision-making ability, knowing when to seek support or take decisions independently.
  • Results-driven, focused on achieving and exceeding targets.
Compliance

This role is a Controlled Function (CF 3 & 4) under the Central Bank of Ireland's Fitness and Probity Regime, and you must comply with these standards at all times.

This is an equal opportunity employer that welcomes applications from individuals regardless of age, gender, ethnicity, or background.

If you're a driven individual looking for the next step in your financial advisory career, we encourage you to apply today

By applying here you agree to RECRUITERS storing your CV in our secure applicant tracking system (ATS; Bullhorn). As your consultants, we are dedicated to helping you find a new job in your field of expertise and, equally, to keeping your personal information secure at all times. Your CV will not be sent to any third party without your consent.

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