Qualified Financial Advisor - Protection Specialist

€40,000 - €50,000 yearly
  • New Star Financial Management Ltd
  • Mullingar, County Westmeath, Ireland
  • 17/05/2021
Full time, Permanent, Flexible Finance

Job Description

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 development.
  • Flexible, adaptable, and ambitious to achieve goals.
  • Excellent market and product knowledge which is kept up to date.
  • Full clean driving licence.

The job is based in Mullingar with the flexibility of remote working 

The package:

  • The salary will be competitive and will be commensurate with your experience and qualifications.
  • Expenses incurred during business will be paid.
  • A pension will be provided on successful completion of probation period.
  • Death in Service Benefits of 4 x Salary provided

To apply for the position, send your CV with a cover letter outlining why you are a suitable candidate for this role to tara@newstarfm.ie

KEY Competencies

QFA, Protection Specialist, Excellent People Skills