About Your New Employer:

Our client who are seeking a Senior Financial Advisor, to join their Kildare based office in a hybrid working model, and on a full-time permanent contract.

About Your New Job:

• Onboard new clients.
• Manage own pipeline.
• Ability to assess and analyse clients’ financial circumstances to determine their requirements.
• Ensure client meetings are conducted in a timely efficient manner.
• Make recommendations and provide solutions to client’s requirements.
• Manage implementation of product recommendations
• Responsible for the compliance around new product implementation

Who you are:

• Must have QFA designation.
• 5+ years’ experience.
• Confident with clients.
• A proactive approach to developing this function.
• Results-driven & objective focused.
• Self-starter with a high degree of initiative without needing direction.
• Expert knowledge of investments, pensions, protection, and savings products.
• Ability to work as part of a team.
• Proficiency in Microsoft Office, Excel, and Microsoft Outlook.
• Ability to be flexible and adaptable.
• Knowledge of Wealthtrack and Voyant would be a significant advantage.

What is on offer:

• Pension
• Bonus
• Flexible hybrid model

What’s Next:

Apply now by clicking the “Apply Now" button or call me, Karl O’Connell on 01-4744633 or e-mail me on koconnell@sigmar.ie

Or if the job is not quite right but you are looking for something similar, please get in touch.

Why Apply Through Sigmar?

• We will help manage your job hunt, strengthen your interview skills, and tidy up your CV.
• We will provide you with an overview of the jobs market within your industry and help you tailor your jobs search.
• Gain access to exclusive roles that are not advertised elsewhere.

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