Financial Advisor Our client, a financial planning and advisory firm based in South Dublin, is currently seeking a Financial Advisor to join their established team.
The Job:
Meet with new clients and guide through the financial planning process Identify needs and opportunities for new business Conduct annual client reviews Managing referrals from other clients Liaise with sector specialists & other advisors in the firm Respond to client communications in a timely manner
The Candidate:
QFA qualified Strong Life & Pensions knowledge Min 3 years direct experience in financial planning Excellent attention to detail Strong communication skills, both written and verbal Ability to work independently as well as being a team player Well versed in most aspects of
Microsoft Office Suite Skills:
QFA CFP
Financial Advisor Pensions Investments Sales Business Development Benefits:
Group Life Assurance Medical Aid / Health Care Laptop Pension Fund Performance Bonus