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Financial Solutions Advisor

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Salary: £59,000.00 per annum


Greater London, London

Job Advertiser

FRS Recruitment
Registered: 13 Dec '17
Postings: 0
Followers: 3, Following: 0

Job Reference: FRS51517

Job Duration:

Start date: asap

Description:

Financial Solutions Advisor

(Limerick/Munster)

FRS Recruitment has partnered with one of Irelands leading Financial Solutions providers to source qualified Financial Solutions Advisor. Our client is experiencing growth within their sector andwish to source a dedicated, professional Financial Advisor

Financial Solutions Advisor

* The Financial Solutions Advisor will be required to build enduring and meaningful business relationships with customers and deliver the highest quality financial planning advice ensuring customer loyalty and repeat business.
* Achieve targets by offering comprehensive fact finds withcustomers to identify and prioritise their financial planning needs and objectives
* Provide support to branch staff throughcoaching, training, and mentoring with a view to enhancing existing product knowledge and internal relationships
* Maintain superior knowledge of life, pensions, and investment marketplace, industry, and products.
* Maintain the highest levels of compliance and quality standards defined by ensuring all procedures and processes are carried out correctly.
* Achieve revenue/business targets for life, pension, and investment business while working to the expected high standards of professionalism and advice.
* Take responsibility for personal development by consistently and proactively improving personal sales ability, technicalskills, and industry knowledge.

Financial Solutions Advisor Skills Required

* QFA qualified with up-to-date CIPD hoursessential
* Proven track record selling full spectrum of Financial Services products 5 years +
* Wealth management experience is highly desirable or is capable of operating at a wealth management level
* Ability to demonstrate sound commercial understanding within Financial Services environment
* Ability to forge strong relationships with clients
* Ability to guide, mentor, train, and develop strong relations branch staff

Leading the way in the recruitment of Sales Professionals

Daniella Gardiner

086 7750646

Industry: Financial Services

Salary: Bonus + Pension

Salary Benefits: Bonus + Pension

Vacancy Type: Permanent

Job Skills: Financial PlanningConsultant OR Financial Planning Advisor OR Insurance Manager OR Investment Manager OR Wealth Manager

Contact Name: Daniella Gardiner

Website: -

Direct Application URL: -

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Position Details

Advert Ref: #3008686
Posted: 24 Nov '22
Visits: 15