We are searching for a qualified Financial Adviser to join our client's growing advisory team in Skibereen as a result of our continuing expansion. The ideal candidate will be skilled at obtaining new clients as well as maintaining and developing existing relationships with profitable clients and key introducers.
The Location: West Cork Region, Co. Cork - Onsite role, with travel to local offices one day per week.
Responsibilities:
* Provide clients with comprehensive financial planning solutions, including tailored investment solutions, pensions, savings, and protection.
* Manage an existing portfolio of clients and develop client relationships with new and existing clients within the region.
* Identify financial planning needs and generate new business with existing and potential clients to achieve performance targets.
* Deliver a consistent, high level of professional advice and consultation with respect to clients’ needs.
* Ability to undertake in-depth evaluations of a client's financial situation, current provisions, future goals, and risk attitude while conducting a comprehensive fact find with clients to discover their needs and objectives.
* Contribute to the continuous improvement of administrative processes through feedback and cooperation with support staff.
* Maintain professional development and accreditation through tutorials and seminars.
* Report to management and support staff on activities, business targets, and meetings undertaken.
* Keep up-to-date with financial products and legislation.
* Keep line managers/directors updated on operational issues.
* Achieve or exceed agreed business targets and meet business compliance standards and requirements.
Essential Requirements:
* Candidate must be fully QFA and CPD compliant.
* Proven experience in a similar role.
* Communicates effectively and openly, with exceptional phone and written communication skills.
* A systematic approach to an active workload, prioritizing activities to ensure that they are completed.
* Accountable for maintaining positive working relationships with coworkers, management, and business partners.
* Performs well and takes initiative to attain positive outcomes and goals.
* Team player that maintains positive working connections with coworkers, management, and business associates.
* Own transport required.
* Experience of working in a sales role within a brokerage or similar background would be a distinct advantage to your application.
For a confidential discussion and more information on the role, please contact Jessica Kennedy.
Email: jessica.kennedy@collinsmcnicholas.ie
Phone: 021 2427110
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