Financial Advisor

at  Morgan McKinley

Our client are seeking experienced financial advisors to bolster their advisory team ad they expand in Ireland.
Our client are seeking candidates who have 1+ years experience in Financial Advice. The role involves maintaining and nurturing existing relationships with profitable clients and key introducers.

REQUIREMENTS:

• Demonstrates accountability in maintaining productive relationships with colleagues, management, and business partners.
• Adopts a methodical approach to manage a busy workload, ensuring tasks are completed efficiently.
• Possesses strong organizational skills and attention to detail.
• Works autonomously to achieve positive results and targets, while also being a team player.
• Holds a Leaving Certificate minimum qualification, preferably with an Advanced/Higher Certificate and QFA qualification.
• Has at least 1 year of experience in an advisory role with a proven track record of providing financial advice.
• Proficient in Microsoft Office (Excel, Word, and Outlook) with strong letter/report writing skills.
  Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.

RESPONSIBILITIES:

• Provide comprehensive financial planning solutions to clients, covering areas such as pensions, savings, investments, retirement planning, inheritance, and tax planning.
• Acquire new clients and sustain/develop relationships with existing clients and key introducers to meet sales targets.
• Deliver consistently high levels of professional customer service through various communication channels, prioritizing customer satisfaction.
• Conduct thorough fact-finding with clients to understand their needs and objectives, conducting detailed reviews of their financial circumstances, current provisions, future goals, and risk tolerance.
• Collaborate with the CRM system to ensure compliance and maintain updated client files.
• Support marketing efforts and contribute to enhancing administrative processes.
• Engage in ongoing professional development and accreditation activities.
• Report activities, sales, and meetings to management and support staff.
• Stay informed about financial products and legislation and keep supervisors informed about operational issues.