I am looking to speak with Financial Advisors within the Financial Planning Industry for a Midlands based Brokerage firm. Our clients are looking to expand their team and are offering a very competitive package for the right individual. There are openings for Financial Advisors NATIONWIDE, offering remote / hybrid working.
The Role:
Identifying financial services needs with both new and existing clients
Provide professional advice and consultation with respect to their needs
Make recommendations and provide solutions to client’s requirements ensuring adherence to compliance regulations and standards
Building and maintaining client relationships and providing ongoing service and advice to clients
Deliver a consistently high level of service by telephone, post and email to all customers to contribute proactively to the retention of existing business
Respond to client queries, both simple and complex in an efficient and professional manner
The Candidate:
Must be fully QFA qualified (or equivalent)
Minimum of 2 years experience providing financial advice on life, pension and investment products
Broker or Tied Agent experience is highly sought
Strong salesperson with excellent negotiation skills
Must have a track record in meeting/exceeding targets
Flexible, adaptable and a thriving ambition to achieve goals
Motivated, self-starter with ability to work on own initiative and as part of a team
Candidates must pass all compliance and legal background checks before being selected
Benefits/what's on offer:
Opportunity to build up an equity stake in the company
Earn 65% of all commission generated
Earn 65% of all trail commission generated
Compliance and admin all dealt with by company compliance officer / administrators
For a confidential discussion and more information on the role, please contact Sarra Hadi
sarra.hadi@collinsmcnicholas.ie
090-6478104