Junior Wealth Advisor- Our client is seeking to expand their advisory team by bringing on qualified financial advisors.
Junior Wealth Advisor
Our client is seeking to expand their advisory team by bringing on qualified financial advisors. Candidates selected for this position will be highly capable at acquiring new clients and maintaining and developing existing relationships with profitable clients.
You will be required to deliver holistic financial planning solutions to clients which include tailored investment solutions, addressing pensions, savings, investments, retirement planning, inheritance, and tax planning needs.
Generate new clients and maintain/develop existing relationships with clients and key introducers to achieve sales targets.
Deliver a consistent, high level of professional customer service via telephone, letter, e-mail, video call, and face-to-face with a focus on enhancing the customer experience at every interaction and promptly.
Have the ability to conduct a comprehensive fact find with customers to identify their needs and objectives while conducting in-depth reviews of client's financial circumstances, current provisions, future aims, and attitude to risk.
Cooperation and adherence to the CRM system and maintain compliant and up-to-date client files.
Support marketing initiatives.
Leaving Certificate minimum
Preferable Advanced/Higher Certificate
Minimum 2 years' experience in an advisory role, having a proven track record for providing financial advice
Excellent IT skills including operating Microsoft Office (Excel, Word and Outlook)
Strong letter/report writing skills
Morgan McKinley is acting as an Employment Agency in relation to this vacancy.