Financial Advisor

Description:

We are seeking a QFA Financial Advisor to join our team in Waterford. The successful candidate will be responsible for providing expert financial advice to clients, managing their investment portfolios, and ensuring they receive the best possible financial services.

Key Responsibilities:

• Providing expert financial advice to clients and potential clients.
• Managing clients investment portfolios to ensure they are aligned with their investment goals and objectives.
• Building long-term relationships with clients, becoming their trusted advisor for all their financial needs.
• Developing new business opportunities and expanding existing client relationships.
• Keeping up-to-date with industry trends, regulations and best practices.
• Adhering to compliance and regulatory requirements.

Qualifications and Experience:

• QFA (Qualified Financial Advisor) qualification is essential.
• Previous experience in a similar Life & Pensions role, either in a brokerage or bancassurance.
• Strong knowledge of financial products and services, particularly investments, pensions and life assurance.
• Proven track record of achieving targets and meeting or exceeding sales goals.
• Excellent communication and interpersonal skills.