Senior Financial Services Professional

3 days ago


Galway, Galway, Ireland beBeeFinancial Full time €40,000 - €60,000

Financial Advisor Job Opportunity

This is an exciting career opening for a talented Financial Advisor to join our team. You will play a key role in growing our financial solutions business, working closely with clients to understand their needs and provide tailored solutions.

Key Responsibilities:

  • Achieve sales 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 of professionalism and compliance with regulatory requirements.
  • Take responsibility for personal and professional development by proactively improving sales, technical skills, and industry knowledge.

Qualifications & Skills:

  • Minimum Leaving Certificate or equivalent qualification.
  • Recognised qualifications such as QFA or CFP.

Requirements:

  • Proven ability to assess customer needs and provide solutions for investments, life, and pensions.
  • Strong self-starter with high energy and initiative.
  • Sales experience, either with intermediaries or direct to the public.
  • Proficiency in MS Office and electronic point-of-sale systems.
  • Excellent interpersonal, communication, and organisational skills.
  • 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.

Compliance:

  • This role is a Controlled Function (CF 3 & 4) under the Central Bank of Ireland's Fitness and Probity Regime, and you must comply with these standards at all times.
  • This is an equal opportunity employer that welcomes applications from individuals regardless of age, gender, ethnicity, or background.


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