Financial Serices & Banking

Life & Pensions Financial Advisor

Permanent

Eden Recruitment

Life & Pensions Financial Advisor Dublin, Dublin

Duties & Responsibilities

  • Identify financial services needs with potential and existing clients
  • Provide professional best advice and consultation with respect to needs
  • Make recommendations and provide solutions to clients requirements ensuring adherence to compliance regulations and standards.
  • Provide ongoing service and advice to clients.
  • Build strong relationships
  • Work to agreed targets and standards. 

 

Desired Skills and Experience

Minimum Selection Criteria

  • (QFA) Qualified Financial Advisor
  • Excellent communication skills
  • Motivated, self-starter with ability to work on own initiative and as part of a team.
  • Proven successful track record in career to date
  • Previous experience in a similar Life & Pensions role, either in a brokerage or banc assurance
  • Candidates must pass all compliance and legal background checks before being selected

 

The successful candidate will be provided with a comprehensive training programme.

 

Tagged as: Life & Pensions Financial Advisor