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Seeking a Skilled Financial Advisor

2 weeks ago

Dublin, Dublin City, Ireland beBeeFinances Full time €60,000 - €75,000

We are seeking a skilled Financial Services Professional to join our team.

About the Role

This exciting opportunity allows you to build strong relationships with clients, providing them with expert advice on various financial solutions. You will be responsible for managing and growing a portfolio of clients, as well as developing new business through personal networks and marketing activities.

The ideal candidate will have a minimum of 2-3 years' experience in life and pensions, preferably in a brokerage setting. They will possess excellent communication skills, a professional approach, and the ability to meet sales targets.

Key Responsibilities
  • Advising clients on pensions, life cover, income protection, and investments
  • Managing and growing a book of clients through regular reviews and proactive outreach
  • Developing new business through personal networks, referrals, and marketing activity
  • Maintaining accurate records and ensuring compliance with regulatory requirements
  • Working closely with internal teams to deliver outstanding client outcomes
Requirements
  • QFA qualification, additional qualifications such as RPA or CFP are an asset
  • Minimum of 2-3 years' advisory experience in life and pensions
  • Proven ability to meet sales targets and build trusted client relationships
  • Confident communicator with a professional approach
Benefits
  • Competitive base salary, plus bonus and commission structure
  • Pension scheme, income protection, and life cover
  • CPD support and exam sponsorship
  • Company phone, laptop, and paid expenses
  • Parking provided
Contact Information

If you are a motivated and experienced Financial Services Professional looking for a new challenge, please apply below or contact us for further information.