Wealth Management Professional

1 week ago

Galway, Galway, Ireland beBeeCareer Full time €40,000 - €60,000
Financial Consultant Role

We are seeking a skilled Financial Consultant to join our team in Galway.

You will be responsible for achieving challenging performance targets, developing customer relationships, and ensuring the best possible customer outcomes.

As an integral member of the team, you'll provide support for colleagues and advice to clients, taking responsibility for all aspects of a client relationship.

You'll work closely with customers to understand their financial situation and requirements, providing professional advice on Protection products and solutions.

The successful candidate will have excellent interpersonal and communication skills, with a proven ability to work as part of a team and adapt to changing circumstances.

Duties and Responsibilities:

  • Provide professional advice on Protection products and solutions to meet customer needs.
  • Manage existing customer base and establish new client relationships.
  • Achieve challenging performance targets and develop client relationships.
  • Ensure all advice given is compliant with policies, regulatory, professional, and legal requirements.
  • Adhere to risk management procedures to control, monitor, and report on business activities.

Skill and Experience Requirements:

  • Sales Ability and Strong Customer Focus.
  • Excellent interpersonal and communication skills.
  • Ability to work as part of a team.
  • Flexibility in approach to work and desire to learn new skills.
  • Highly motivated with a positive attitude and innovative thinking.

What You'll Get for This Role

  • Competitive market leading salary depending on skills, experience, and qualifications.
  • Generous pension matching scheme.
  • Annual performance related bonus and pay review.
  • Holiday allowance of 25 days plus bank holidays.
  • Option to buy/sell up to 5 additional days.
  • Generous Health & dental insurance contributions after six months.
  • Matching Share Plan and Save As You Earn scheme.
  • Approved Profit Share Scheme.
  • Cycle to Work benefit scheme.
  • TaxSaver Travel Scheme.
  • Family friendly parents leave and carers leave.
  • Up to 40% discount for some products plus discounts for Friends and Family.
  • Employee Assistance Programme.
  • Volunteering days.
  • Professional qualification support.
  • Transparent career progression plans.
  • Fitness and Probity.

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