Financial Solutions Advisor

Job Overview

Financial Solutions Advisor


FRS Recruitment has partnered with one of Irelands leading Financial Solutions providers to source qualified Financial Solutions Advisor. Our client is experiencing growth within their sector and wish to source a dedicated, professional Financial Advisor

Financial Solutions Advisor

  • The Financial Solutions 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 the 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.

Financial Solutions Advisor Skills Required

  • QFA qualified with up to date CIPD hours essential
  • Proven track record selling full spectrum of Financial Services products 5 years +
  • Wealth management experience is highly desirable or is capable of operating at a wealth management level
  • 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

Leading the way in the recruitment of Sales Professionals

Daniella Gardiner

086 7750646

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