Description:
This job can be done remotely or in their offices in County Laois.
The Role;
- Providing solitions to new and existing clients based on their financial planning needs
- Advise on investments, pensions, savings & investments, protection and retirement planning needs
- Assessing the clients financial circumstances / risk assessments
- Carrying out a thorough fact-find with clients in order to identify their financial goals / objectives
- Growing the client base through lead generation, referrals and sourcing of new business
- Building and maintaining long lasting relationships with clients
- Managing a portfolio of clients and providing them with a high level of customer service at all times
- Ensuring all procedures and industry regulations are adhered to and followed
Requirements -
- Minimum 3 years experience working as a Financial Planner / Advisor within the financial services industry (broker experience an advantage)
- Must be a Qualified Financial Advisor
- CFP or RPA Qualifications are an advantage
- Must be proficient with digital solutions when delivering advice
- Customer focused with a good work ethic and attitude
- Strong negotiation and leadership skills