Senior Financial Advisor's QFA, €75k-€90k Basic DOE (Dublin)

We are recruiting for experienced Mortgage & Financial Services Brokerage based in Dublin. As part of their Financial Services offering this company provide a full range of life, pension & investment products to their clients, with a particular focus on long-term financial planning and cash-flow modelling. Due to growth we are recruiting for several Senior Financial Advisor's to join their team. The successful candidate will be ambitious and self-motivated and hold previous experience in a similar position. 

 


This person will be keen for career growth and be looking for a company that can provide a long-term career path. Due to the size and reputation of this firm, there is an existing client base ready to be serviced, along with regular leads provided from other areas of the business.

 


Duties & Responsibilities

Review & identify the financial needs of potential and existing clients
Using tools such as Voyant to provide long-term financial planning for clients
Provide on-going review and advice to clients in-keeping with any changes in circumstance
Build strong relationships with clients, life companies, colleagues etc.
Implement Business Development initiatives to grow the business beyond its current client base
Offer ideas on how the company can improve processes, procedures & business performance
Have a keen interest in developing the team and company further through supporting junior staff members and actively participating in team meetings
Work towards agreed targets and standards

 


Skills & Experience

QFA Qualified – Essential
CFP Qualified - Desirable
Any other relevant professional qualification – Desirable
Proven success in a Financial Services Advisory role ideally in Brokerage
Proven success working towards targets in a similar position
Excellent communication skills
A self-starter with a strong work initiative
Experience developing business in a similar position

 


Package & Benefits:

€75,000 - €90,000 Basic DOE
Pension (after 12 months)
Mileage
Permanent position 
Remote working options

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