Our client are seeking experienced financial advisors to bolster their advisory team ad they expand in Ireland.
Our client are seeking candidates who have 1+ years experience in Financial Advice. The role involves maintaining and nurturing existing relationships with profitable clients and key introducers.
Responsibilities:
- Provide comprehensive financial planning solutions to clients, covering areas such as pensions, savings, investments, retirement planning, inheritance, and tax planning.
- Acquire new clients and sustain/develop relationships with existing clients and key introducers to meet sales targets.
- Deliver consistently high levels of professional customer service through various communication channels, prioritizing customer satisfaction.
- Conduct thorough fact-finding with clients to understand their needs and objectives, conducting detailed reviews of their financial circumstances, current provisions, future goals, and risk tolerance.
- Collaborate with the CRM system to ensure compliance and maintain updated client files.
- Support marketing efforts and contribute to enhancing administrative processes.
- Engage in ongoing professional development and accreditation activities.
- Report activities, sales, and meetings to management and support staff.
- Stay informed about financial products and legislation and keep supervisors informed about operational issues.
Requirements:
- Demonstrates accountability in maintaining productive relationships with colleagues, management, and business partners.
- Adopts a methodical approach to manage a busy workload, ensuring tasks are completed efficiently.
- Possesses strong organizational skills and attention to detail.
- Works autonomously to achieve positive results and targets, while also being a team player.
- Holds a Leaving Certificate minimum qualification, preferably with an Advanced/Higher Certificate and QFA qualification.
- Has at least 1 year of experience in an advisory role with a proven track record of providing financial advice.
- Proficient in Microsoft Office (Excel, Word, and Outlook) with strong letter/report writing skills.
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.