Financial Solutions Advisor

Job Overview

Financial Planning Wealth Advisors : Dublin

Our client is experiencing growth within their sector and wish to source dedicated and experienced Wealth Advisors,

  • As Wealth Advisor, will be required to build enduring and meaningful business relationships with customers and deliver the highest quality financial planning advice ensuring customer loyalty and repeat business.
  • Achieve targets by offering comprehensive fact finds with customers to identify and prioritise their financial planning needs and objectives
  • Provide support to branch staff through coaching, training and mentoring with a view to enhancing existing product knowledge and internal relationships
  • Maintain superior knowledge of life, pensions and investment marketplace, industry and products.
  • Maintain highest levels of compliance and quality standards defined by ensuring all procedures and processes are carried out correctly.
  • Achieve revenue/business targets for life, pension and investment business while working to the expected high standards of professionalism and advice.
  • Take responsibility for personal development by consistently and proactively improving personal sales ability, technical skills and industry knowledge.

Requirements

  • QFA qualified with up to date CIPD hours
  • Proven track record selling full spectrum of Financial Services @ Wealth Management level: 5 years +
  • Bank Assurance Wealth management experience Essential
  • Ability to demonstrate sound commercial understanding within Financial Services environment
  • Ability to forge strong relationships with clients
  • Ability to guide, mentor, train and develop strong relations branch staff

Benefits:

  • Excellent Basic Salary
  • Bonus
  • Car allowance
  • Health Insurance
  • laptop & Phone

Apply with CV and Cover note outlining previous experience and suitability for the role.

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