Sigmar Recruitment
Job title:
Senior Financial Advisor
Company:
Sigmar Recruitment
Job description
Our client who are seeking a Senior Financial Advisor, to join their Kildare based office in a hybrid working model, and on a full-time permanent contract.About Your New Job:
- Onboard new clients.
- Manage own pipeline.
- Ability to assess and analyse clients’ financial circumstances to determine their requirements.
- Ensure client meetings are conducted in a timely efficient manner.
- Make recommendations and provide solutions to client’s requirements.
- Manage implementation of product recommendations
- Responsible for the compliance around new product implementation
Who you are:
- Must have QFA designation.
- 5+ years’ experience.
- Confident with clients.
- A proactive approach to developing this function.
- Results-driven & objective focused.
- Self-starter with a high degree of initiative without needing direction.
- Expert knowledge of investments, pensions, protection, and savings products.
- Ability to work as part of a team.
- Proficiency in Microsoft Office, Excel, and Microsoft Outlook.
- Ability to be flexible and adaptable.
- Knowledge of Wealthtrack and Voyant would be a significant advantage.
What is on offer:
- Pension
- Bonus
- Flexible hybrid model
What’s Next:Apply now by clicking the “Apply Now” button or call me, Karl O’Connell on 01-4744633 or e-mail me on [email protected]Or if the job is not quite right but you are looking for something similar, please get in touch.Why Apply Through Sigmar?
- We will help manage your job hunt, strengthen your interview skills, and tidy up your CV.
- We will provide you with an overview of the jobs market within your industry and help you tailor your jobs search.
- Gain access to exclusive roles that are not advertised elsewhere.
Following your application for this specific role, Sigmar may contact you regarding other positions that we feel you may be suitable for. If you do not wish to be contacted about other opportunities, please let us know. For further information please refer to the Privacy Statement on our website.Senior Financial AdvisorKildare Posted about 7 hours agoShare this jobSign up for job alertsYou agree to ourLatest JobsKildareFull Time€55,000 – 60,000Full Time€40,000 – 50,000Full Time€30,000 – 33,500CorkFull TimeNegotiableFull Time€50,000 – 55,000Quick linksJobs in IrelandContact usDublin: +353 (0) 1 4744 600Athlone: +353 (0) 906 413973Cork: +353 (0) 21 431 5770Galway: +353 (0) 91 563 868 Email our team: [email protected]Follow us on socialSigmar Recruitment Consultants Ltd., is a private company limited by shares, registered in Ireland no. 353252, registered office 13 Hume Street, Dublin 2.
Expected salary
€55000 – 60000 per year
Location
Dublin
Job date
Sun, 28 Apr 2024 03:55:14 GMT
To help us track our recruitment effort, please indicate in your email/cover letter where (vacanciesin.eu) you saw this job posting.