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Finance Professional
3 weeks ago
As a senior finance and sales professional, you will play a key role in helping business owners and entrepreneurs achieve financial freedom. Our company specializes in strategic financial planning that reduces costs, minimizes taxes and maximizes long-term wealth.
We generate and qualify 100% of your leads, with our business development team managing your diary and appointments. Our broker support team deals with all pre and post meeting administration and compliance, allowing you to focus solely on your clients.
Key Responsibilities:- Advising clients on pensions, investments and protection products to help them grow and protect their wealth.
- Creating tailored financial plans that align with their personal and business goals.
- Staying ahead of market trends and industry changes to provide up-to-date, strategic advice.
- Building long-term relationships and providing ongoing support as their financial needs evolve.
- Previous experience in a financial advisory role, ideally dealing with company directors or high-net-worth individuals.
- In-depth knowledge of pension, investment and protection products available in the Irish market.
- A results-driven mindset, excellent communication skills and a commitment to top-tier client service.
- Seniority level: Entry level
- Employment type: Full-time
- Job function: Finance and Sales
