Life & Pensions Financial Advisor - QFA

Job Overview

Our client, provides solutions to all insurance needs ranging from home and motor insurance, to complex commercial business packages. They also provide a full range of health, life, pension, investment and mortgage products

Role available in the Portlaoise office. I am seeking 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. We offer competitive salary with bonus, expenses, mobile phone and laptop.

Duties & Responsibilities

  • Identify financial services needs with potential and existing clients

  • Provide professional best advice and consultation with respect to Life and Pension needs

  • Make recommendations and provide solutions to client's 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

  • Excellent communication skills

  • Motivated, self-starter with ability to work on own initiative and as part of a team.

  • Proven successful track record in career to date

  • Previous experience in a similar Life & Pensions role, either in a brokerage or banc assurance

  • Candidates must pass all compliance and legal background checks before being selected

The successful candidate will be provided with a comprehensive training programme.

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