April 15, 2024

Recommendation First Monetary are looking out for wonderful gifted Monetary Advisors to affix our crew.

We’re in search of people whose core values are aligned with ours and who perceive the significance of a holistic way of life monetary planning strategy which we take.

We’d love to listen to from you!

This can be a unbelievable alternative for a Monetary Advisor to affix a pleasant and progressive Monetary Advisory firm in Letterkenny in lovely Donegal.

The Monetary Advisor can be an integral a part of the advisory crew who gives people and corporations with the best degree of service and recommendation throughout Safety, Retirement Planning, Funding, Financial savings & Mortgages
In case you are bold and self-motivated this may very well be an important alternative to affix a enjoyable and rising crew!

What can we require from a Pension & Monetary Advisor in Letterkenny?

Overview of Duties:

  • Conduct monetary opinions to establish wants with current purchasers.
  • Conduct wants anaysis with potential purchasers.
  • Present skilled greatest recommendation with respect to purchasers’ wants.
  • Make suggestions and supply options to shopper’s necessities guaranteeing adherence to compliance rules and requirements.
  • Present ongoing service and recommendation to purchasers
  • Construct sturdy relationships
  • Work to agreed targets and requirements
  • You’ll be anticipated to adjust to all inner and exterior regulatory necessities

What the perfect candidate seems like:
We might need you to have some laborious expertise, however the smooth expertise are equally as necessary

Exhausting Expertise

  • Minimal QFA qualification.
  • Minimal 3 years expertise offering monetary recommendation, working in a monetary brokerage or self employed
  • Wonderful communication expertise
  • Working data of Microsoft Workplace
    These are the minimal necessities, please don’t submit your CV if you happen to don’t fulfil all 4.

Tender expertise

  • A customer-centric perspective is a should.
  • Distinctive communication and interpersonal expertise with a capability to work successfully as a part of a high-performing crew.
  • Be self-motivated with the required drive, enthusiasm, and dedication to attain agreed targets
  • Flexibility to multi-skill and adapt in a altering surroundings
  • Proactively take part in all crew conferences and initiatives.

What you’ll get in return:

  • Wonderful remuneration bundle accessible. Wage + Fee/Bonus
  • Hybrid, versatile working mannequin will be agreed
  • Working hours to go well with work-life stability
  • Firm pension (following profitable probation)

Please ahead your CV to [email protected]
In case you have any questions on this position, please be happy to provide Pascal a name: 074 910 3938

For a confidential dialogue and extra info on the position, don’t hesitate to contact Pascal Curran.

Job Emptiness: Letterkenny firm hiring Monetary Advisor was final modified: March twentieth, 2024 by Rachel McLaughlin