Qualified Financial Advisor (QFA)

  • Prisma Financial Limited
  • Westmeath, Ireland
  • 09/05/2019
Full time Finance Insurance Sales

Job Description

As an experienced, professional Qualified Financial Advisor (QFA), you’ll be tasked with giving specialist financial advice to clients regarding varying aspects of financial services in Ireland. The role involves thorough research of the Irish financial services marketplace to find the best products and services available for your clients’ needs. Once you have identified what you’re looking for, the next step is to show your clients that these products/services are the best advice, as to their specific needs and wants and within their own budget.

You will have an existing contact and referral list of people to work from. You will also have the opportunity to service an existing database of clients, mainly in Co. Westmeath /Offaly, but also throughout the province of Leinster and the rest of Ireland.

Responsibilities will include:

  • Scheduling appointments and meeting with clients in order to understand their needs and desires.
  • Conduct regular in-depth reviews of your clients’ financial circumstances and requirements.
  • Complete and provide fact finds and risk analyses.
  • Research of the Irish financial services marketplace (completed in house for you) and inform clients of the existing range of products and services available.
  • Prepare financial plans for clients with a mixture of long and short term requirements.
  • Work closely with Administration to fully implement the plans approved by your clients.
  • Promote and sell financial products with a view to meeting specified targets, within the normal parameters of what is "best advice" for clients.
  • Ensure you remain up to date with the latest continuing education requirements, financial legislation, and newest products on the market.
  • Conduct yourself and your business with the highest levels of professional and ethical behaviour at all times.

Reporting to the Directors, the financial products and services you provide will ultimately depend on your clients' needs and wishes and may include Life and Serious Illness assurance, Mortgage Protection assurance, Wealth Management, Pensions, Savings, and Investment advice to private clients, along with Employee Pension and Income Protection schemes for companies.

Comprehensive training and sales support will be provided on an on-going basis.

If you are an experienced professional QFA, who are looking to move your career to the next level with a progressive financial brokerage we have a fantastic package and great background supports on offer for you.

If you are a dedicated, results-oriented, and highly ethical individual who thrives on working to your own schedule, whilst also gaining great personal satisfaction by helping individuals and families to achieve their financial goals, then this is the position for you.