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Financial Advisor

Job description

Financial Advisor & Administrator           Permanent         €35k + Benefits

Our client is a bespoke Financial Adviory Firm where there is a chance to learn the business from

A to Z with the prospect of rising to become a fully qualified Financal Advisor.

Key Responsibilities    

  • Produce and send out client correspondence, incl. new policy documents;
  • Processing and submitting applications;
  • Implement various instructions from policy holders;
  • Prepare regular policy reviews;
  • Generate risk assessment results;
  • Produce statements of suitability and other reports;
  • Updating the CRM system, data entry;

    Requirements: 

    • Demonstrates excellent interpersonal, relationship building and communication skills (oral and written);
    • Attention to detail and numerical accuracy essential;
    • Excellent computer skills – MS Word, Excel, Adobe, MS Outlook, fast typing speed;
    • QFA qualified or APA progressing towards attainment of a relevant qualification;
    • Some knowledge of life, pensions and investment products;
    • 1-2 years administration experience;

    What’s on Offer

    • Along with the salary there is and excellent benefits package.
    • Great potential for future development.

    What’s Next​

    Apply now by clicking the “Apply Now" button or call me, Paul O'Riordan on 4744663​ or e-mail me on poriordan@sigmar.ie

    Or if the job isn’t quite right but you are looking for something similar, please get in touch

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