
Career Opportunity in Investment Services
2 weeks ago
We are seeking a motivated and dynamic professional to fill the role of Financial Advisor.
Key Responsibilities:- Achieve targets for life, pension, and investment services by conducting comprehensive assessments with clients and identifying their financial planning needs.
- Build and nurture relationships with clients to grow the business.
- Maintain high standards in professionalism and compliance with regulatory requirements.
- Take responsibility for personal and professional development by improving sales, technical skills, and industry knowledge.
- Minimum Leaving Certificate or equivalent qualification.
- Recognised qualifications such as QFA or CFP.
- 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.
This role is a Controlled Function (CF 3 & 4) under the Central Bank of Ireland's Fitness and Probity Regime.
This is an equal opportunity employer that welcomes applications from individuals regardless of age, gender, ethnicity, or background.
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