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Expert Financial Strategist

2 weeks ago

Donegal, Ireland beBeeFinancial Full time €60,000 - €80,000
Role Summary

We are seeking a qualified Senior Financial Advisor to manage strong client relationships, conduct regular financial reviews, and provide tailored advice on Protection, Retirement Planning, Investment, Savings, and Mortgages.

  • Build and maintain long-term client connections
  • Identify evolving client needs through ongoing financial assessments
  • Deliver high-quality, bespoke financial guidance across various areas of expertise

The ideal candidate will possess a QFA qualification, 3+ years' experience in financial advisory roles, excellent communication skills, proficiency in Microsoft Office, and exceptional interpersonal abilities.

What We Offer
  • A competitive remuneration package including salary and performance-based incentives
  • Flexible working hours to support work-life balance
  • Primarily office-based role with potential for hybrid arrangements based on business needs

We pride ourselves on delivering exceptional service, fostering long-term relationships with clients, and providing holistic financial solutions. If you're a motivated and driven individual passionate about delivering outstanding results, we'd love to hear from you.