Financial Advisor
Hybrid · Dublin, Leinster, Ireland
Job Summary
Financial Advisor role within Sherry FitzGerald Financial Services (SFFS) focusing on delivering financial advice across mortgages, life, pensions, investments and savings. Responsibilities include advising clients to tailor solutions that comply with regulatory standards, driving income growth and P&L impact, pursuing referrals, achieving KPI targets, developing new business through networking, delivering excellent client service throughout the journey, contributing to annual plans, and coaching others. Candidate should have 5+ years in financial advice, QFA or similar qualification, mortgage advisory and sales experience with target achievement, mortgage packaging/underwriting experience, knowledge of the Irish property market, strong interpersonal and communication skills, ability to multitask and meet deadlines, tech-savviness with MS Office, and a valid driver’s licence; equal opportunity employer statement included.
Required Qualifications
- 5+ years relevant experience in the Financial Advice industry
- Qualified to QFA or similar industry level
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