Senior Financial Advisor

Job description

Excellent opportunity for a Financial Advisor to join one of Irelands leading firms. The Senior Financial Advisor will be responsible for providing advice to clients on investments, pensions, protection and savings. We are seeking an experienced candidates looking to further grow their career with a rewarding company.

Responsibilities of the Financial Advisor

• Provide expert accurate finacial advice to clients.
• Management and maintenance of database and development of pipeline.
• Manage and build relationships with an existing client base.
• Grow and develop the existing client base through lead generation, referrals and sourcing of new clients.
• Conduct regular financial reviews with clients.
• Provide detailed information to clients about product features, benefits and risks.
• Adhere to regulatory requirements in all aspects of day-to-day work and to the business ethics of the company.
• Maintain up to date client records and ensure high standard of client files on the dedicated CRM system.
• Adherence to the company values and a commitment to maintaining and developing the brand integrity at all times.

Experience & Qualifications

• Bachelor’s degree in business, finance, or a related field (desirable)
• QFA qualification (essential).
• Technical knowledge of all financial products in the marketplace.
• Minimum of 5 year‘s.
• Proven track record of working to and achieving annual sales targets.
• Good understanding of relevant regulatory requirements.
• Strong interpersonal skills with the ability to build and maintain solid client relationships.
• Proficient IT skills with working knowledge of Microsoft Excel and Word.
• Work well under pressure and as part of a financial planning team.