Financial Consultant QFA - Abbeyfeale
On-siteAbbeyfeale, Munster, Ireland
Job Summary
Provide clients with comprehensive financial planning solutions, including tailored investment solutions, pensions, savings, and protection. Manage an existing portfolio of clients and develop relationships with new and existing clients within the region to achieve performance targets. Identify financial planning needs, conduct comprehensive fact-finding to discover objectives, and deliver consistent professional advice while maintaining compliance standards. Contribute to administrative process improvements and maintain professional development through tutorials and seminars. Report on activities, business targets, and meetings to management. This role supports the advisory team in Abbeyfeale, focusing on building trusted, long-term relationships with businesses, farms, families, and individuals.
Required Qualifications
- Candidate must be fully QFA or else working towards the qualification
- 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
Desired Qualifications
- Experience of working in a sales role within a brokerage or similar background would be a distinct advantage to your application
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