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Financial Advisor

  • Location: County Westmeath
  • Job Type:Permanent

My client is looking to hire a Financial Advisor to join their team. The company's headquarters is based in Athlone. The successful candidate will assume the responsibility of offering proficient financial guidance to clients, overseeing their investment portfolios, and ensuring the provision of optimal financial services.

This role offers the successful candidate a very competitive remuneration package including a base salary and commission. The successful candidate would also be given the support of an in-house administrator to support with administrative and compliance duties.

Responsibilities:

• Giving expert financial advice to both existing clients and potential clients.

• Effectively managing investment portfolios of clients to align with their specific investment goals and objectives.

• Cultivating relationships with clients, establishing themselves as their reliable advisor for all financial matters.

• Identifying and pursuing new business opportunities while expanding existing client relationships.

• Staying abreast of industry trends, regulations, and best practices.

• Ensuring strict adherence to compliance and regulatory requirements.

Requirements:

• Certification as a QFA or APA.

• Demonstrated proficiency in financial advisory sales.

• Delivering exceptional customer service through various channels such as phone, email, web meetings, and face-to-face interactions.

• Collaborative team player fostering productive relationships with colleagues and management.

• Previous experience as a Financial Advisor, CFP, or APA within a Financial Services Brokerage or Financial Institution.

For more information please contact Niamh Cregg

niamh.cregg@collinsmcnicholas.ie

0719149732