Financial Advisor

4 days ago


Cork, Ireland Xeinadin Group Full time

Company Description

Xeinadin was established in 2019 when more than 100 successful, independent, business advisory and accountancy practices across the UK and Ireland came together to re-imagine the future of accountancy. Our collective mission is to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships. It is our people who help drive our business forward, and we offer them future-focused career opportunities whilst supporting individual specialisms.

Description

We are seeking a proactive, energetic candidate with proven experience in identifying customer needs and providing tailored recommendations for Investment, Life, and Pensions. The ideal candidate will have a strong background in sales.

Key Responsibilities

1. Achieve revenue and business targets across life, pension, and investment products, maintaining high standards of professionalism and advice.
2. Conduct thorough fact-finding with customers to identify and prioritize their financial needs and objectives.
3. Actively develop and nurture both internal and external relationships to promote the business.
4. Adhere to defined quality standards, including processes, technology, and procedures, ensuring full compliance with company policies, procedures, and regulatory requirements.

Key Requirements

- Demonstrates strong communication and organizational abilities.
- Capable of analysing issues, seeking necessary support, and making informed decisions.
- Efficiently works towards achieving set goals and targets.
- CFP or working towards the designation desirable, QFA essential.

Additional Requirements

Model: Hybrid

Salary: Competitive

Benefits

- Company Pension Scheme
- 25 days of annual leave + bank holidays
- Additional annual leave days from certain levels of seniority
- Ability to buy up to 5 days of annual leave to reach a maximum of 30 days per annum
- Business closure over Christmas*
- Life Assurance x4 annual salary
- Enhanced family leave policies
- Enhanced Company Sick Pay
- Employee Assistance Programme – 24/7 support, free and confidential
- Corporate Discounts Platform

Flexible Benefits platform with the ability to opt-in to various insurances (level of seniority dependent & self-funded at corporate rates) such as:

- PMI single or family
- Critical Illness Cover
- Cash plan
- Cycle to work
- Eye care
- Dental

*subject to exceptions and business needs

#J-18808-Ljbffr



  • Cork, Ireland Cornmarket Group Financial Services Ltd Full time

    Who We Are At Cornmarket , we look after the financial wellbeing of public servants and their families. We've been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services - from car, home, health and life insurance, to income protection, retirement planning and beyond. Role Purpose We are currently...


  • Cork, Ireland Xeinadin Group Full time

    Job Details: Financial Services Administrator Full details of the job. Vacancy Name Vacancy No Vacancy No VN955 Employment Type Employment Type Permanent Duration Duration N/A Location City Location City Cork Location Country Location Country Ireland Company Description Company Description Xeinadin was established in 2019 when more than 100...

  • Financial Consultant

    2 weeks ago


    Cork, Ireland FDC Group Full time

    FDC Group is a fast growing, multi-disciplined professional services provider. Established in 1973, with headquarters in Cork and 50+ office locations nationwide, we offer a range of Accounting, Auditing, Taxation, Agri-Consultancy, Financial and Business Advisory to a diversified portfolio of almost 30,000 clients. We are searching for anExperienced...


  • Cork, Ireland FDC Group Full time

    FDC Group is a fast growing, multi-disciplined professional services provider. Established in 1973, with headquarters in Cork and 50+ office locations nationwide, we offer a range of Accounting, Auditing, Taxation, Agri-Consultancy, Financial and Business Advisory to a diversified portfolio of 30,000+ clients. We are searching for an Experienced Qualified...


  • Cork, Ireland Elevate Partners Full time

    Overview Our client is a family-owned property investment and management group with a strong presence across Munster and Leinster. Their business spans property investment, management, and lettings, delivering high-quality accommodation solutions. We are seeking a Financial Accountant to join their growing team. This is a hands-on position with exposure to...

  • Service Advisor

    1 week ago


    Cork, Ireland Kearys Full time

    Company Overview Keary’s Motor Group is Ireland’s largest family-owned motor group, with 13 dealerships in Dublin, Cork and Limerick. Our people come first, as we strive to recruit and retain the best people to meet our customers’ high expectations when buying and servicing their car, bike or van from Kearys. With award-winning sales staff, dedicated...


  • Cork, Ireland deVere Group Full time

    Recruitment Consultant at deVere Group for Europe, Africa & Latin America deVere Investment Ltd is one of the largest private investment banking companies in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance. We are selecting a small group of high‑potential trainees to join our elite...

  • Accounting Advisor

    2 weeks ago


    Cork, Ireland One Identity, LLC Full time

    Overview We’re looking for a talented and adaptable Accountant to join our dynamic team. Reporting to the Senior Accounting Manager, this hybrid role will give you the opportunity to oversee the General Ledger (GL) and Trial Balance for entities, ensuring smooth monthly reporting to our US headquarters in line with the agreed close cycle. You’ll work...


  • Cork, Ireland River Island Clothing Co., Ltd. Full time

    Seasonal Sales Advisor Department: Sales Advisor Employment Type: Seasonal - Part Time Location: Cork Mahon Point Compensation: €9.76 - €13.70 / hour Description This Is For You We’re a much-loved brand with an exciting future. Our Islanders are a diverse bunch of bright, talented people who love working together – and are proud of the work...


  • Cork, Ireland September Consulting Ltd Full time

    Sales – Insurance Advisor – Tralee Kerry Location: Kerry Type: Permanent Category: DOE The primary function is to obtain sales within the personal lines and commercial side of the business, assisting the sales office to deliver the highest level of customer service. The role is based in Tralee, Kerry, with an immediate start date. The following...