Financial Solutions Advisor

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Job Overview
Financial Solutions Advisor
(Donegal)
**MEMBERS ONLY**SIGN UP NOW***. has partnered with one of Irelands leading Financial Solutions providers to source qualified Financial Solutions Advisor.
Our client is experiencing growth within their sector and wish to source a dedicated, professional Financial Advisor
Financial Solutions Advisor
The Financial Solutions Advisor will be required to build enduring and meaningful business relationships with customers and deliver the highest quality financial planning advice ensuring customer loyalty and repeat business.
Achieve targets by offering comprehensive fact finds with customers to identify and prioritise their financial planning needs and objectives
Provide support to branch staff through coaching, training, and mentoring with a view to enhancing existing product knowledge and internal relationships
Maintain superior knowledge of life, pensions, and investment marketplace, industry, and products.
Maintain the highest levels of compliance and quality standards defined by ensuring all procedures and processes are carried out correctly.
Achieve revenue/business targets for life, pension, and investment business while working to the expected high standards of professionalism and advice.
Take responsibility for personal development by consistently and proactively improving personal sales ability, technical skills, and industry knowledge.
Financial Solutions Advisor Skills Required
QFA qualified with up-to-date CIPD hours essential
Proven track record selling full spectrum of Financial Services products 5 years
Wealth management experience is highly desirable or is capable of operating at a wealth management level
Ability to demonstrate sound commercial understanding within Financial Services environment
Ability to forge strong relationships with clients
Ability to guide, mentor, train, and develop strong relations branch staff
Leading the way in the recruitment of Sales Professionals
Daniella Gardiner
086 7750646

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