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Confidential
Qualified Financial Consultant (QFA)Confidential • Tipperary, Tipperary, Ireland
Jetzt Bewerben
Confidential

Qualified Financial Consultant (QFA)

Confidential
  • IE
    Tipperary, Tipperary, Ireland
  • IE
    Tipperary, Tipperary, Ireland
Jetzt Bewerben

Über

Your new company We are currently seeking a Qualified Financial Consultant (QFA) to join a well-established financial services firm based in Co.
Making sure you fit the guidelines as an applicant for this role is essential, please read the below carefully.
Tipperary.
This is an excellent opportunity to join a client-focused organisation with a strong local presence and an established client base.
The successful candidate will build long-term relationships while also driving new business growth within the region.
Your new role Provide clients with comprehensive financial planning solutions, including tailored investment solutions, pensions, savings and protection.
Manage an existing portfolio of clients and develop client relationships with new and existing clients within the region.
Identify financial planning needs and generate new business with existing and potential clients to achieve performance targets.
Deliver a consistent, high level of professional advice and consultation with respect to clients' needs.
Ability to undertake in-depth evaluations of a client's financial situation, current provisions, future goals, and risk attitude while conducting a comprehensive fact find with clients to discover their needs and objectives.
Contribute to the continuous improvement of administrative processes through feedback and cooperation with support staff.
Maintaining professional development and accreditation through tutorials and seminars.
Reporting to management and support staff on activities, business targets, and meetings undertaken.
Keep up-to-date with financial products and legislation.
Keep line managers/directors updated on operational issues.
Achieve or exceed agreed business targets and meet business compliance standards and requirements.
The role will require occasional travel for coverage of the network of offices in the region.
What you'll need to succeed Candidate must be fully QFA and CPD compliant.
Proven experience in similar role.
Communicates effectively and openly, with exceptional phone and written communication skills.
Actively seeks out possibilities to learn, improve, and develop themselves, as well as practical opportunities for the company's growth.
A systematic approach to an active workload, prioritising activities to ensure that they are completed.
Is accountable for maintaining positive working relationships with coworkers, management, and business partners.
Performs well and takes initiative to attain positive outcomes and goals.
Team player that maintains positive working connections with coworkers, management, and business associates.
Experience of working in a sales role within a brokerage or similar background would be a distinct advantage to your application.
What you'll get in return Competitive salary Occupational Pension Scheme Aviva Care Death in Service benefit Income Protection Generous EAP programme An employee-driven charity fund Bike to work scheme Company events Additional leave Supplemental pay types: Bonus pay Performance bonus 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 Karen Rodrigues on .
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. xyswxtq
Hays Ireland is a trading division of Hays Specialist Recruitment (Ireland) Limited and acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers.
By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be Skills: QFA Benefits: €40 000
- €55 000 (DOE)
TPBN1_IJ
  • Tipperary, Tipperary, Ireland

Sprachkenntnisse

  • English
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