Financial Advisor

Description:

We have an exciting opportunity for an ambitious, highly proactive, Qualified Senior Financial Advisor (QFA) to join our new Choice advice offering within Prosperous. Further details on our Choice service can be found at prosperous.ie/choice-clients

Financial Advisor key duties:

• 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

Required skills and experience:

• 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