Financial Advisor

at  Wallace Myers International

One of my Clients based in Donegal is looking for a Senior Financial Advisor. The Senior Financial Advisor is responsible for managing client relationships, providing financial planning advice, and recommending investment strategies for individuals and businesses. They will also collaborate with other team members to identify new business opportunities and develop customized solutions for clients.

REQUIRED SKILLS AND EXPERIENCE:

• QFA qualified
• Min 3 years’ experience
• Strong Client Services background
• A proactive approach to developing this function
• Self-starter with a high degree of initiative without needing direction
• Expert knowledge of investments, pensions, protection, and savings products
• Ability to work as part of a team
• Proficiency in Microsoft Office, Excel, and Microsoft Outlook
• Ability to be flexible and adaptable
• Knowledge of CRM systems, DocuSign and Cash Calc would be an advantage
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• Onboard new clients
• Manage own pipeline
• Ability to assess and analyse clients’ financial circumstances to determine their requirements
• Ensure client meetings are conducted in a timely efficient manner
• Make recommendations and provide solutions to client’s requirements
• Manage implementation of product recommendations
• Responsible for the compliance around new product implementation