Cache of job #13898459

Job Title

Financial Advisor

Employer

Collins Mcnicholas Recruitment

Location

Kildare

Description

Our client, a leader in the financial service industry with a global network of clients (Regulated in Mifid II and IMD) is recruiting an experienced Financial Planning Consultant to join their team. This role based nationwide will offer the right candidate the support and professional environment to further develop their career while offering excellent opportunities in the future which include international travel. You will be currently working as a successful Financial Planning Consultant but who is now looking to join a more progressive and exciting organisation where building long term relationships with clients is the priority. Your main objective will be to maintain & develop new business through management of existing portfolio of clients and sourcing new clients/referrals. To be successful in this role you will: Have 7 years plus experience as a QFA in a Financial Services environment. Desire and passion for identifying, developing and gaining new customers. A creative and focused approach in cultivating business from existing accounts. At all times act in the best interest of the client in providing professional services. Display high level of professionalism and confidentiality at all times. Demonstrates ability to apply mathematical methods or formulae as appropriate. Possess strong analytic and report writing skills, utilising and integrating information from a variety of sources to arrive at solutions. Conduct regular reviews with clients to ensure financial needs are been met. Build and establish long term professional business relationships with client and others. Be an excellent communicator, have strong interpersonal skills and provide 1st class, bespoke customer service at all times. Be willing to travel within Europe to meet clients. Qualifications. QFA or working towards CFP Qualification. Proficient in Microsoft office applications (word excel PowerPoint and outlook) and CRM systems (Ominbroker, BIS. For further information on this role, please contact Sarah Boyle on 01-6620088 or email sarah.boyle@collinsmcnicholas.ie. For more information on our Recruitment and HR Services, and to see a full list of our available jobs across Ireland. please visit our website atwww.collinsmcnicholas.ie. For more information on Collins McNicholas, contact one of our six branches across Ireland inDublin,Cork,Galway,Sligo,Athlone, Limerick. This job originally appeared on RecruitIreland.com.

Date Added

2137 days ago

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