Financial Services Advisor (Self-Employed, Nationwide)

We are recruiting self-employed Financial Advisors to work in partnership with a market leading financial services provider. Full training is provided and the partnership will also

pay the cost of APA & QFA which are mandatory industry requirements. This is an exciting opportunity to build a career within the financial services with a market leading provider. The benefits of being self-employed will allow the right candidate to build their personal time around their work.

Financial Advisor Responsibilities:

  • Building and maintaining your client base.
  • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
  • Answering client questions about financial plans and strategies and giving financial advice.
  • Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
  • Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
  • Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
  • Implementing financial plans or referring clients to professionals who can help them.
  • Contacting clients regularly to discover changes in their financial status.

Insights:

  • Earnings potential, year 1 approximately €28,000 OTE, year 2 €40,000 OTE and year 3 €50,000+ OTE.
  • Prospective candidate ideally have a previous track record in self-employment with a commercial mind-set along with strong negotiating skills and access to a natural market to help him/her get started.
  • An ambitious, coachable, hard worker with previous evidence of success in either business or sport is desirable.
  • We will provide full training and financial support to the right candidate based on agreed activity parameters. We will also pay the cost of APA & QFA which are mandatory industry requirements

Apply Now

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