- JN -102023-1948393
- Oct 03, 2023
Financial Consultant | Permanent| Dublin/ Hybrid Are you a passionate financial expert looking to make a meaningful impact on the financial well-being of individuals, families, and businesses?
Financial Consultant | Permanent| Dublin/ Hybrid
Are you a passionate financial expert looking to make a meaningful impact on the financial well-being of individuals, families, and businesses? Our client is a leading Financial Services Company experiencing substantial growth. They are seeking a Financial Consultant. In this role, you will work closely with clients to understand their financial circumstances, provide expert advice, and help them achieve their short-term and long-term financial goals. If you're committed to ethical practices and financial excellence, we want to hear from you.
- Prioritize client interests and market integrity in all business dealings.
- Identify and assess client needs and objectives, offering well-informed recommendations.
- Ensure fair treatment of clients at all times.
- Adhere to regulatory and ethical standards, including compliance with:
- Minimum Competency Code
- Consumer Protection Code
- Fitness and Probity Standards
- Data Protection Legislation
- Prudential regulations
- Money Achieve new income targets by delivering ethical advice and top-tier solutions to clients.
- Foster and manage existing client relationships.
- Develop new client relationships through networking and market strategies.
- Build relationships with key referrers within Business Insurance Division.
- Provide coaching and support to referrers to identify potential financial services needs.
- Demonstrate expertise in pensions, investment, and protection products.
- Conduct annual reviews and consultations as needed.
- Address new business inquiries from existing customers.
- Research the market for suitable products and funds.
- Cultivate strong relationships with professionals such as accountants and solicitors.
- Conduct in-depth client reviews to identify financial needs and objectives.
- Complete risk profile questionnaires and translate results into recommendations.
- Assist clients in making informed financial decisions.
- Stay updated on financial products and legislative changes affecting clients' goals.
- Effective time management and prioritization skills.
- Attention to detail and accuracy.
- Collaborative and team-oriented mindset.
- Strong interpersonal and communication skills.
- Commitment to ongoing professional development and adherence to Minimum Competency Code.
Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.
- Team Lead - Banking and Financial Services