€40,000 - €50,000 yearly
New Star Financial Management Ltd
Mullingar, County Westmeath, Ireland
We are looking for an experienced and qualified Financial Advisor to join our team.
The role:
Developing and growing Protection business within the Brokerage.
Meeting with and Identifying the financial needs of new and existing clients (excluding Pensions).
Providing professional advice and consultation with respect to those needs.
Making recommendations and providing solutions to clients that will meet their requirements.
Ensuring adherence to compliance, regulations, and standards.
Building and maintaining client relationships.
The candidate:
Must have QFA qualification as a minimum – CFP qualification desirable.
Minimum four-years’ experience working as a Financial Advisor within a broker.
Proven experience in the area of Customer Service & Advice
Excellent interpersonal and communications skills.
Can work well on own initiative but also as part of a team.
Must have a track record in meeting/exceeding targets and business...