Career Opportunities: Financial Planning Specialist

6 days ago


Galway, Galway, Ireland beBeeInvestment Full time €50,000 - €65,000
Financial Advisor
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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