financial advisor

Contract Type: Permanent

Job Location: Dublin & Roscommon (one role available in each)

Date posted: 7th April 2019

Reference: CFMQFA1

Background:

Our client is one of the largest insurance brokers in Ireland. They provide clients with solutions to all their insurance needs ranging from home and motor insurance, to complex commercial business packages and also provide a full range of health, life, pension and investment products. 

With offices located in Dublin, Cashel, Thurles, Kilkenny, Urlingford, Midleton, Mullingar, Roscommon, Portlaoise, Naas and Ennis, their dedicated professional employees provide local expertise and service to all their clients.  

In business for over 30 years, they are very proud of their many achievements during this time including winning the Deloitte’s Best Managed Companies Award for the past 9 years running.

They now have roles available in both their Dublin and Roscommon offices.

Duties & Responsibilities:

• Identify financial services needs with potential and existing clients

• Provide professional best advice and consultation with respect to needs

• Make recommendations and provide solutions to client’s requirements ensuring adherence to compliance regulations and standards

• Provide on going service and advice to clients.

• Build strong relationships

• Work to agreed targets and standards. 
  

Desired Skills and Experience:

Minimum Selection Criteria

• (QFA) Qualified Financial Advisor

• Excellent communication skills

• Motivated, self starter with ability to work on own initiative and as part of a team.

• Proven successful track record in career to date

• Previous experience in a similar role, either in a brokerage or banc assurance

• Candidates must pass all compliance and legal background checks before being selected

Mindful of the key elements which have contributed so much to their success – loyal customers and dedicated employees - our client encourages and provides their employees with the opportunity to further their education with CIP, ACII, MDI and QFA Exams.

The successful candidate will be provided with the opportunity to develop their knowledge and skills. The role offers a competitive salary with bonus, expenses, mobile phone and laptop.

Package on offer:

• Permanent, full-time position

• Salary DOE - base salary + generous performance related bonus

If you are interested in this role, please select APPLY below. This will create an email to us, attach your CV (plus any additional information you'd like to submit) and we will be in touch with you.