
Senior Financial Advisor
4 days ago
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.
- 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
- Mid-Senior level
- Full-time
- Sales and Business Development
- Pension Funds, Investment Advice, and Investment Management
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