Senior Financial Planning Advisor

 

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

Organization Eirkoo
Industry Accounting / Finance / Audit
Occupational Category Senior Financial Planning Advisor
Job Location Laois,Ireland
Shift Type Morning
Job Type Full Time
Gender No Preference
Career Level Intermediate
Salary 40000 - 65000 | £  / Yearly
Experience 3 Years
Posted at 2023-03-16 6:19 am
Expires on 2024-12-05