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 them through the financial planning process
* Identify needs and opportunities for new business
* Conduct annual client reviews
* Manage 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
#J-18808-Ljbffr