Job Description
About Us: Sure Financial is an award winning financial brokerage based in Dublin 15, committed to providing exceptional financial advisory and wealth planning services to our diverse clientele. Our mission is to empower individuals and business owners to achieve their financial goals through personalized and comprehensive financial strategies. Job Description: We have 3 positions available for highly skilled and motivated Qualified Financial Advisors and Certified Financial Planners to join our dynamic team. These roles involve working with our existing client bank, conducting financial reviews and identifying potential sales opportunities. You will be responsible for providing expert financial advice, creating customized financial plans, and guiding clients towards achieving their financial objectives. The ideal candidates will have a strong background in financial planning, retirement planning, investments and life insurance / protection products. Key Responsibilities: Conduct detailed financial assessments to understand clients' financial situation and goals. Develop comprehensive financial plans tailored to clients' needs, including retirement planning, investment management, tax strategies, and estate planning. Provide ongoing financial advice and support to clients, adjusting plans as necessary to meet changing circumstances and goals. Educate clients on financial matters, including market trends, investment options, and risk management. Build and maintain strong relationships with clients, ensuring high levels of satisfaction and trust. Stay up-to-date with industry regulations, market developments, and best practices. Collaborate with other financial professionals within the firm to deliver integrated financial solutions. Conduct web-based and in person meetings. Make presentations to individuals and groups. Be comfortable to work in a target driven environment. Qualifications: QFA is an absolute minimum requirement for these roles. Please do not apply for these roles if you do not have your full QFA qualification. CFP, RPA or other financial designations are a distinct advantage. Be up to date on your Continuous Professional Development. Minimum of 5 years of experience in financial planning or a related field, ideally in a broker environment or another financial institution. Strong knowledge of financial products, investment strategies and retirement planning. Excellent analytical skills and attention to detail. Outstanding communication and interpersonal skills. Ability to build and maintain long-term client relationships. Proficiency in cash flow modelling (Cash Calc / Voyant etc) an advantage. However, we will provide training if required. What We Offer: Competitive salary based on experience. Performance-based bonuses and commission. Defined Contribution Pension Scheme. Income Protection. Life Insurance. Employee Assistance Programme. Professional development opportunities including education funding up to and including CFP qualification. Modern office located in Dublin 15, close to the M50, with free parking. Fitness and Probity This is a controlled function under the Central Bank of Irelands Fitness and Probity Regime. You are expected to know and comply with the standards at all times. Skills: Sales Financial Advisor Financial Planning Wealth Management Life and Pensions financial adviser Benefits: Pension Fund Group Life Assurance Mobile Phone Laptop Paid Holidays Performance Bonus