September 2, 2024

Hays Recruitment

Drogheda

OTHER

Senior Financial Advisor

Your new company
Our client offers a broad range of financial services, including retirement planning, investment advice, life and health insurance, and mortgage advice. Their primary focus is on providing tailored financial solutions to both individual clients and businesses. They deliver personalised advice, understanding that each client's financial situation is unique. Their services are designed to help clients navigate complex financial landscapes, whether planning for retirement, managing investments, or protecting their family's future. They've a client-centric approach, emphasising long-term relationships and ongoing financial planning support. They are regulated by the Central Bank of Ireland, ensuring that they meet the stringent regulatory requirements and maintain high standards of service and integrity. In summary, your new employer is a trusted partner for individuals and businesses seeking expert financial guidance and personalised services.
Your new role
Your new role involves meeting new and existing clients to assess their financial needs, making recommendations & providing solutions to client requirements, ensuring adherence to current regulations and standards. Identifying financial services needs with potential and existing clients. Active involvement in networking events to generate new quality connections and business.
What you'll need to succeed
The successful candidate will be QFA qualified with good technical Life & Pensions knowledge. Will have a proven track record in delivering commercial success from business development, effective needs analysis, sales delivery and risk management activities, averaging 10 years of experience. Have substantial experience within Life & Pensions. Have a strong research background and understanding of sourcing information from various data sources. This position also requires a candidate who is self-motivated, ambitious and has excellent communication skills with a strong customer focus. Someone reliable, with strong interpersonal skills and a professional manner. Be proficient in the use of MS Office and Customer Relationship Management software. Be highly organised and able to produce consistent standards of work within reasonable timeframes. The candidate must pass all compliance and legal background checks before being selected.
What you'll get in return
You will be offered a permanent contract working to work as part of a high-performance team and be granted access to a wealthy portfolio of existing customers. You will be rewarded with a competitive basic salary and an excellent commission structure. Pension contribution, income protection, death in service, and mileage paid by the company.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
INDCAT2
Job Type: Permanent
Pay: €65,000.00-€80,000.00 per year
Work Location: In person