Drive Client Success

5 days ago

Ennis, Clare, Ireland beBeeFinancial Full time €60,841 - €70,891
Job Title:

Achieve Financial Excellence


Job Description:

We are seeking a seasoned Financial Consultant to join our dynamic advisory team in Ireland. As a key member of our team, you will be responsible for providing comprehensive financial planning solutions to our clients.


Key Responsibilities:
  • Develop and maintain strong relationships with existing clients, identifying opportunities to expand their financial portfolios.
  • Conduct thorough evaluations of clients' financial situations, current provisions, future goals, and risk attitude.
  • Design and implement tailored investment solutions, pensions, savings, and protection plans to meet clients' needs.
  • Collaborate with internal stakeholders to ensure seamless delivery of financial services.
  • Maintain up-to-date knowledge of financial products and legislation to provide expert advice to clients.

Requirements:
  • Qualified Financial Advisor (QFA) certification.
  • Proven experience in a similar role, with a strong track record of client acquisition and retention.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Ability to work independently and as part of a team, prioritizing tasks to meet business targets and deadlines.
  • Strong analytical and problem-solving skills, with the ability to identify financial planning needs and generate new business opportunities.

Benefits:
  • Competitive salary and bonus structure.
  • Opportunities for professional development and career advancement.
  • A supportive and dynamic work environment.
  • Access to cutting-edge financial tools and technology.

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