Prosperous Financial
This listing was posted on HireLocker.
Senior Financial Advisor (Choice)
Location:
Dublin (Hybrid)
Description:
Job Title:Senior Financial Advisor (Choice)Reporting to:Head of PlanningDepartment:PlanningWe have an exciting opportunity for an ambitious, highly proactive, Qualified Senior Financial Advisor (QFA) to join our new Choice advice offering within Prosperous. Further details on our Choice service can be found at prosperous.ie/choice-clientsFinancial Advisor key duties: Onboard new clientsManage own pipelineAbility to assess and analyse clients’ financial circumstances to determine their requirementsEnsure client meetings are conducted in a timely efficient mannerMake recommendations and provide solutions to client’s requirementsManage implementation of product recommendationsResponsible for the compliance around new product implementation Required skills and experience: Must have QFA designation5+ years experienceConfident with clientsA proactive approach to developing this functionResults-driven & objective focusedSelf-starter with a high degree of initiative without needing directionExpert knowledge of investments, pensions, protection, and savings productsAbility to work as part of a teamProficiency in Microsoft Office, Excel, and Microsoft OutlookAbility to be flexible and adaptableKnowledge of Wealthtrack and Voyant would be a significant advantage Why work with us: Excellent remuneration packages availableHybrid, flexible working model in place22 annual leave plus company days5% employer pension contributions (following successful probation)Income protection (following successful probation)
Company:
Prosperous Financial
Posted:
June 2 on HireLocker
Visit Our Partner Website
This listing was posted on another website. Click here to open: Go to HireLocker
Important Safety Tips
- Always meet the employer in person.
- Avoid sharing sensitive personal and financial information.
- Avoid employment offers that require a deposit or investment.
To learn more, visit the Safety Center or click here to report this listing.
More About this Listing: Senior Financial Advisor (Choice)
Senior Financial Advisor (Choice) is a Accounting & Finance Financial Advisor Job at Prosperous Financial located in Ireland. Find other listings like Senior Financial Advisor (Choice) by searching Oodle for Accounting & Finance Financial Advisor Jobs.
Senior Financial Advisor (Choice) is a Accounting & Finance Financial Advisor Job at Prosperous Financial located in Ireland. Find other listings like Senior Financial Advisor (Choice) by searching Oodle for Accounting & Finance Financial Advisor Jobs.