My client, a well-established Financial Services Broker based in the city centre, is now looking to add a Financial Advisor to the 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.
Your Responsibilities:
1. Meeting with existing and new clients via teams/face to face and going through the financial planning process
2. Identify needs and opportunities for new business through the implementation phase
3. Annual client reviews
4. Getting referrals from clients by doing great work for them
5. Responding to client communications in a timely manner
Your Experience & Skills:
1. Min. QFA qualified.
2. 2-3 years’ experience in a similar role.
3. Strong sales experience
4. Excellent writing and communication abilities and be a strong team player
5. You act in your client’s best interest at all times
6. Proficient in MS Word, Excel, and Outlook
For more information please reach out to me directly at Reece.Weldon@cpl.ie or 0872022512.#LI-R
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