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Financial Services Specialist

3 weeks ago

Ireland beBee Careers Full time
Job Summary

We are seeking an experienced Independent Financial Planner to join our team. As a Senior Financial Advisor, you will provide expert financial advice to a diverse client base, helping them achieve their financial goals through tailored solutions.

Key Responsibilities
  • Deliver professional financial advice that complies with FCA regulations and best practices.
  • Conduct thorough research and analysis to recommend financial solutions that address a wide range of client needs.
  • Manage and grow an established client portfolio while focusing on growing new business opportunities.
Requirements
  • Extensive experience in financial advisory, with a proven track record of managing and growing client portfolios.
  • A high level of commercial awareness and the ability to identify opportunities for business growth.
  • Excellent communication and interpersonal skills, with the ability to build trust and explain complex information clearly.
Our Culture

We value collaboration, innovation, and customer-centricity. Our team is dedicated to delivering exceptional results for our clients and supporting each other's growth and development.