
Career Opportunities: Financial Planning Specialist
6 days ago
We are seeking a dynamic financial professional to join our team. This role offers an excellent opportunity to grow your career with a long-established company, working directly with the Sales Manager.
Key Responsibilities:
- Achieve business targets for life, pension, and investment services.
- Conduct comprehensive assessments with clients to identify and prioritise their financial planning needs.
- Build and nurture internal and external relationships to grow the financial solutions business.
- Maintain high standards in professionalism and compliance with regulatory requirements.
- Take responsibility for personal and professional development by proactively improving sales, technical skills, and industry knowledge.
Requirements:
- Minimum Leaving Certificate or equivalent qualification.
- Recognised qualifications such as QFA or CFP.
Competencies:
- Strong customer relationship management, ensuring satisfaction at every interaction.
- Effective planning and organisation in managing competing tasks.
- Problem-solving and decision-making ability, knowing when to seek support or take decisions independently.
- Results-driven, focused on achieving and exceeding targets.
Benefits
As a member of our team, you will have access to ongoing training and development opportunities to help you achieve your full potential. You will also be part of a dynamic and supportive team environment that fosters collaboration and innovation. In this role, you will work closely with cross-functional teams to drive business growth and success.
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