Pension Financial Consultant

I am recruiting for a Qualified Financial Consultant based with my client in Skibbereen, Cork. Salary and bonus structure is very competitive.

Responsibilities:

• Provide clients with comprehensive financial planning solutions, including tailored investment solutions, pensions, savings and protection.
• Manage an existing portfolio of clients and develop client relationships with new and existing clients within the region.
• Identify financial planning needs and generate new business with existing and potential clients to achieve performance targets.
• Deliver a consistent, high level of professional advice and consultation with respect to clients' needs.
• Ability to undertake in-depth evaluations of a client's financial situation, current provisions, future goals, and risk attitude while conducting a comprehensive fact find with clients to discover their needs and objectives.
• Contribute to the continuous improvement of administrative processes through feedback and cooperation with support staff.
• Maintaining professional development and accreditation through tutorials and seminars.
• Reporting to management and support staff on activities, business targets, and meetings undertaken.
• Keep up-to-date with financial products and legislation.
• Keep line managers/directors updated on operational issues.
• Achieve or exceed agreed business targets and meet business compliance standards and requirements.
• The role will require occasional travel for coverage of the network of offices in the region.

Essential Requirements:

• Candidate must be fully QFA and CPD compliant.
• Proven experience in similar role.
• Communicates effectively and openly, with exceptional phone and written communication skills.
• Actively seeks out possibilities to learn, improve, and develop themselves, as well as practical opportunities for the company's growth.
• A systematic approach to an active workload, prioritizing activities to ensure that they are completed.
• Is accountable for maintaining positive working relationships with coworkers, management, and business partners.
• Performs well and takes initiative to attain positive outcomes and goals.
• Team player that maintains positive working connections with coworkers, management, and business associates.
• Experience of working in a sales role within a brokerage or similar background would be a distinct advantage to your application.

Orla Finn