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    Senior Financial Advisor - Ireland - SPEEDECK

    SPEEDECK
    SPEEDECK Ireland

    Found in: beBee S2 IE - 5 days ago

    Default job background
    Full time
    Description

    Dublin (Hybrid), Ireland Description

    Reporting to: Head of Planning

    Department: Planning

    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

    • 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

    Why work with us:

    • 22 annual leave plus company days
    • 5% employer pension contributions (following successful probation)
    • Income protection (following successful probation)
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