Senior Financial Specialist

2 weeks ago

Letterkenny, Donegal, Ireland beBeeFinancial Full time €40,000 - €80,000

Are you looking for a new opportunity in the financial sector? We are currently seeking an experienced Financial Advisor to join our team in Letterkenny.

This role will involve providing expert advice to individuals and businesses on matters related to protection, retirement planning, investment, savings, and mortgages. You will be responsible for managing existing client relationships, conducting financial reviews, and identifying needs with existing clients.

To succeed in this position, you will need to have excellent communication skills, a customer-centric attitude, and the ability to work effectively as part of a high-performing team. You should also have a minimum QFA qualification and at least three years of experience providing financial advice in Ireland.

We offer a competitive remuneration package, including salary and commission/bonus. This role is primarily office-based, but we are open to considering flexible working arrangements. If you are a self-motivated and ambitious individual who enjoys working in a positive and collaborative environment, we would love to hear from you.

About the Role
  • Manage and maintain established relations with existing client base
  • Conduct financial reviews to identify needs with existing clients
  • Provide professional best advice with respect to clients' needs
  • Make recommendations and provide solutions to clients' requirements ensuring adherence to compliance regulations and standards
Requirements
  • Minimum QFA qualification
  • Minimum 3 years experience providing financial advice, working in a financial brokerage or self employed, in Ireland
  • Excellent communication skills
What We Offer
  • Competitive remuneration package available
  • Salary + Commission/Bonus
  • Primarily office-based; however, a hybrid and flexible working arrangement may be considered, subject to business needs and agreement

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