Senior Financial Advisor

4 days ago


Dublin, Dublin City, Ireland The Panel Full time
The Job

Our client, a prestigious and long established Irish financial brokerage firm, is seeking a motivated and experienced Senior Financial Advisor to join their team.

  • Manage and nurture relationships with an existing client base while actively seeking new business opportunities.
  • Conduct regular financial reviews with clients, providing comprehensive advice on retirement planning, investments, and insurance products.
  • Develop and maintain a robust prospect pipeline, aiming to expand the client base and achieve sales targets.
  • Ensure compliance with regulatory requirements and maintain high standards of client records on the CRM system.
  • Network internally and externally to enhance business development and maintain the brand\'s integrity.
The Candidate
  • Bachelor's degree in business, finance, or a related field is desirable
  • Essential qualifications include QFA, with RPA, AIIPM, and CFP being desirable
  • Minimum of 10 years of sales experience in the Life and Pensions industry
  • Proven track record in achieving annual sales targets
  • Excellent client facing skills and ability to close business
  • A strong understanding of relevant regulatory requirements
  • Excellent interpersonal skills and proven ability to network and build trusted relationships both internally and externally
Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Sales and Business Development
Industries
  • Pension Funds, Investment Advice, and Investment Management

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