Financial Advisor - 360 Search
  • Dundalk, Other, Ireland
  • via What Jobs
-
Job Description

Our client is looking to recruit an experienced, ambitious and self-motivated Life & Pensions Financial Advisor to join part of our successful and growing organisation. The successful candidate will be provided with the opportunity to develop their knowledge and skills. Duties & Responsibilities Identify financial services needs with potential and existing clients. Provide professional best advice and consultation with respect to needs. Make recommendations and provide solutions to clients requirements ensuring adherence to compliance regulations and standards. Provide ongoing service and advice to clients. Build strong relationships. Work to agreed targets and standards. Desired Skills and Experience Minimum Selection Criteria. (QFA) Qualified Financial Advisor. At least 5 years' experience as a Financial Advisor. Proven successful track record in client facing meetings with responsibility for target delivery. Previous experience in a face to face Life & Pensions Advisor role, either in a brokerage or banc assurance. Excellent communication skills. Motivated, self-starter with ability to work on own initiative and as part of a team. Candidates must pass all compliance and legal background checks before being selected. Skills: Retirement Planning Financial Advisory Holistic Financial Pension Funds Relationship Building Client Relations

;