Job Overview
The Financial Advisor role offers the opportunity to develop a career within FBD Holdings PLC, a long-established and ambitious company.
The successful candidate will work closely with FBD Insurance management and staff locally.
Key Responsibilities
* Achieve revenue/business targets for life, pension, and investment business while maintaining high standards of professionalism and advice.
* Conduct comprehensive fact finds with customers to identify and prioritize their financial planning needs and objectives.
* Develop internal and external relationships to promote, maintain, and grow FBD Financial solutions business.
* Operate to quality standards defined by processes, technology, and procedures, ensuring compliance with company standards, policies, and regulatory requirements.
* Take responsibility for personal development by improving sales ability, technical skills, and industry knowledge.
Requirements
* Leaving Certificate or equivalent qualification.
* Recognised Qualification (e.g. QFA, CFP).
Competencies
* Customer Relationship Management: ensure customer interaction is delivered to a high level of satisfaction.
* Planning & Organisation: prioritise competing tasks in a busy environment.
* Excellent interpersonal, communication, and organisational skills.
* Problem solving & Decision making: analyse and deal with issues, seek support as required.
* Drive for results: work efficiently to achieve results.
Important Note
This is a controlled function under the Central Bank of Ireland's Fitness and Probity Regime.
As such, you are expected to know and comply with the standards at all times.
Equal Opportunities Employer
FBD Holdings PLC is an inclusive Equal Opportunity employer that considers applicants irrespective of their age, gender, ethnicity, culture, religion, language, sexual orientation, ability, disability, and social circumstances.