Financial Advisor

Dublin - Ireland

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Job Description

Job Title: Financial Advisor

Description:

We are hiring for our client a well-established and independent wealth management and insurance business who are seeking to appoint an experienced Financial Advisor to join their growing team. Based in Dublin and operating across Leinster this is an exciting opportunity for a motivated client-focused professional to work within a dynamic and values-driven environment.

As Financial Advisor you will be responsible for providing high-quality personalised financial planning advice across life insurance pensions investments and protection while actively developing and growing your own client book.

Top 3 Things to Know About this Job:

Dublin-based with regional coverage and strong client support
Broad product range including pensions protection and investments
Bonus commission full benefits package & client base provided

The Rewards:

Competitive salary (commensurate with experience)
Performance-based bonus & commission
Defined contributory pension scheme
Income protection & death in service cover
23 days annual leave
Laptop mobile phone & business expenses
Free parking and study support

The Role:

Manage and grow an existing client portfolio while developing new business leads
Provide holistic financial advice across retirement planning investments protection and life insurance
Conduct in-depth client financial reviews and present suitable product recommendations
Generate leads through referral networks existing contacts and internal opportunities
Maintain client records to a high regulatory and compliance standard using CRM systems
Stay up to date with product legislative and regulatory changes
Meet agreed sales and client development targets and record progress through internal reporting tools
Network internally across business divisions and externally to drive opportunity
Uphold company values and maintain a professional image and service standard at all times

The Person:

QFA qualified (essential); RPA AIIPM or CFP qualifications (desirable)
Minimum 23 years experience in the life & pensions industry preferably in a broker setting
Proven track record in meeting and exceeding sales targets
Technically strong with knowledge of the full financial product market
Highly professional confident communicator and relationship builder
Comfortable managing a personal client base and developing new opportunities
Full clean driving licence and personal vehicle
Committed to CPD and continuous learning

Required Experience:

Unclear Seniority

Job DescriptionJob Title: Financial AdvisorDescription:We are hiring for our client a well-established and independent wealth management and insurance business who are seeking to appoint an experienced Financial Advisor to join their growing team. Based in Dublin and operating across Leinster this i...