Financial Advisor

Job description

Excellent opportunity for a Financial Advisor to join a growing Financial Services business in Dundrum. There is a salary of up to €80,000 DOE with excellent benefits also. This is a hybrid role with parking on site.

Duties of the Financial Advisor

• 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
• Analyse clients’ financial goals and recommend appropriate life insurance and pension products. Provide detailed information to clients about product features, benefits and risks.
• Identify and pursue new business opportunities to expand the client base. Achieve agreed annual sales targets. Record all activity on the internal reporting tools and remain disciplined to the sales process.
• Networking – internally with other business units, within the sector, and with external specialists
• 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, BIS
• Adherence to the company values and a commitment to maintaining and developing the brand integrity at all times

Experience & Qualifications required for the Financial Advisor

• Bachelor’s degree in business, finance, or a related field (desirable)
• Industry Specific Qualifications: QFA (essential), RPA (desirable), AIIPM (desirable), CFP (desirable)
• Technical knowledge of all financial products in the marketplace
• Minimum of 5-7 year‘s sales experience within the Life and Pensions industry, preferably in a broker environment
• 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
• Strong self-awareness and self-presentation
• Professional demeanour
• Proficient IT skills with working knowledge of Microsoft Excel and Word
• Work well under pressure and as part of a financial planning team
• Full driving license and personal vehicle
• Compliant with CPD requirements