Financial Planning and Solutions Expert
3 days ago
FBD Holdings PLC is a long-established and ambitious Company offering the successful individual the opportunity to develop their career in a growing organisation. The role requires working closely with FBD Insurance management and staff to achieve revenue/business targets for life, pension and investment business.
Job Description
The Financial Advisor will be responsible for conducting comprehensive fact finds with customers to identify and prioritise their financial planning needs and objectives. This involves achieving revenue/business targets for life, pension and investment business while working to the expected high standards of professionalism and advice.
Required Skills and Qualifications
- Leaving Certificate or equivalent qualification.
- Recognised Qualification (e.g. QFA, CFP).
- Proven ability to identify customer needs and make recommendations in relation to Investment, Life & Pensions requirements.
- Excellent interpersonal, communication and organisational skills.
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