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Financial Advisor - QFA
- BBBH770325 Jan 07, 2021 Competitive
Financial Advisor QFA Are you an experienced financial advisor? Do you have experience dealing with clients face to face & building relationships?
Financial Advisor QFA
Are you an experienced financial advisor?
Do you have experience dealing with clients face to face & building relationships?
Do you have experience working with a variety of insurance and pension products?
- Identify financial service's needs (protection, pension, savings & investments ) with potential and existing clients
- Provide professional best advice and consultation with respect to needs
- Make recommendations and provide solutions to client's requirements ensuring adherence to compliance regulations and standards.
- Provide on-going service and advice to clients.
- Build strong relationships
- Work to agreed targets and standards.
- (QFA) Qualified Financial Advisor Required
- (CFP) Certified Financial Planner desirable
- Excellent communication skills
- Motivated, self-starter with ability to work on own initiative and as part of a team.
- Proven track record working face to face with clients and building relationships
- Proven successful track record in career to date
- A minimum of 4+ years' of experience in a similar client facing role, in a brokerage
Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.
BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.
Senior Consultant | Accounting & Finance Recruitment
00 353 21 230 0330