Job type
PermanentLocation
LimerickWorking Pattern
Full-timeSpecialism
Consulting And AdvisoryIndustry
Banking & Financial ServicesPay
40000-50000Closing date
7 May 2024
Financial Advisor - Limerick City - QFA - RPA
Your new company
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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