Senior Financial Planner
About Your New Employer
This role is a great opportunity within an Irish financial advisor company to provide comprehensive financial solutions for clients that include Protection, Pensions, Savings & Investments and Business Financial Planning. They specialise in online, telephone, and face-to-face consultations and have an excellent reputation within the industry. Our client has a full Administration department to support Financial Planners and Advisors, allowing them to focus on advising and serving customers' needs.
About Your New Job
- As Senior Financial Planner, you will actively identify sales opportunities from existing client books and high-intent new customer inbound enquiries, proposing suitable financial solutions.
- You will provide expert advice, and offer professional, compliant, and expert knowledge regarding needs and opportunities identified.
- You will ensure all prescribed procedures, and working methods, and industry regulations are adhered to and complied with.
- You will strive to meet agreed targets and standards.
What Skills You Need
- QFA certified, CFP preferred.
- Excellent financial advisory sales skills.
- Deliver a high level of customer service via phone, email, web-meetings, and face-to-face meetings.
- Previous experience as a Financial Advisor in a Financial Services Brokerage or Financial Institution.
What’s on Offer
- Competitive base salary and uncapped commission structure.
- Extensive employee benefits package.
- Hybrid and remote working arrangements, on-site parking.
What’s Next
Apply now by clicking the “Apply Now" button or call us at +353 1 4744600. If the job isn’t quite right but you are looking for something similar, please get in touch. We also have multiple Temp, FTC, and Contract jobs available.
