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  • Pay
  • Job Type
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  • Job type

    Permanent
  • Location

    Limerick
  • Working Pattern

    Full-time
  • Specialism

    Consulting And Advisory
  • Industry

    Banking & Financial Services
  • Pay

    40000-50000
  • Closing date

    7 May 2024

Financial Advisor - Limerick City - QFA - RPA

Your new company

Our client is a professional financial advice company established 24 years ago with a growing team of over 20 individuals. With offices in Limerick and Dublin, they provide a wide range of services for individuals and business owners across Ireland. The business prides itself on customer service and strives to build a better financial future for our clients and their families, resolve debt issues, get a mortgage or source SME lending facilities. The organisation is made up of teams of financial planners, debt resolution and finance experts.

Your new role

  • Delivering financial advice on life, pension and investment products

  • Maintaining relationships with existing clients and prospects for pension and investment portfolios

  • Ensuring services and products are tailored to each customer's needs. This will involve developing an understanding of each individual's unique needs

  • Deliver stretching sales targets from new and existing customers in a compliant manner

  • Have the ability to explain financial planning concepts in a simple and broken down manner to clients

  • Following and adhering to internal and external regulatory and compliance standards

  • Plan, agree and implement financial plans for new and existing clients


What you'll need to succeed

  • QFA qualification

  • RPA Qualification (desirable)

  • An excellent level of initiative as the role will focus on going out and meeting clients

  • A driven work ethic and excellent organisational skills

  • Experience in life, pension & investment products and sales.

  • The successful candidate will receive a client base and qualified leads but will be expected to generate their own sources of new business for the firm

    What you'll get in return

Salary: €40,000-50,000

  • In addition to a strong base salary, the role offers commission payable on an annual target and a % of renewal income earned

  • Market leading performance-based bonus
  • 3% employer pension contribution annually
  • Death in service benefit of three times salary
  • Income protection
  • Employee benefit scheme


What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.


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