Expert Financial Guidance Specialist

1 day ago

The Municipal District of Dundalk, Ireland beBeeFinancial Full time €60,000 - €75,000
Job Role

This position involves providing financial guidance remotely, helping individuals create a financial plan for their future and supporting them through significant milestones such as purchasing a home or planning for retirement.

The team fosters long-term relationships with a portfolio of clients. As part of our continued growth, we are seeking Financial Advisors to join the Financial Planning team.

Main Responsibilities
  • Client Relationships: Develop and maintain strong relationships with existing and new clients, consistently striving to achieve high standards through rigorous advice processes.
  • Enhancing Client Satisfaction: Collaborate with relevant teams and stakeholders within our organisation and with corporate clients to ensure clients benefit from the advice process.
  • Compliance Expertise: Ensure adherence to company policies, regulatory requirements, and legal standards while providing expert advice.
Requirements
  • Success Story: Proven experience in supporting individuals and organisations, demonstrating a track record of achieving results.
  • Customer-Facing Skills: A warm and professional demeanour, along with commercial awareness, is essential for this role.
  • Navigating Regulations: In-depth knowledge and understanding of regulatory and compliance requirements in the Irish financial industry is required.
  • Effective Communication: Excellent communication and interpersonal skills are necessary to build lasting relationships with clients.
  • Continuous Learning: Possess relevant professional qualifications and a commitment to staying up-to-date. This includes holding current Certified Financial Advisor status.
  • Initiative-Taking: Thrive in an environment where you can work independently and collaborate effectively within a team.

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