April 15, 2024

Recommendation First Monetary are looking out for superb proficient Monetary Advisors to hitch our group.

We’re looking for people whose core values are aligned with ours and who perceive the significance of a holistic life-style monetary planning method which we take.

We’d love to listen to from you!

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

The Monetary Advisor will likely be an integral a part of the advisory group who supplies people and firms with the very best degree of service and recommendation throughout Safety, Retirement Planning, Funding, Financial savings & Mortgages
In case you are bold and self-motivated this could possibly be an important alternative to hitch a enjoyable and rising group!

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

Overview of Tasks:

  • Conduct monetary evaluations to establish wants with present 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 making certain 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 best candidate appears like:
We might need you to have some onerous abilities, however the delicate abilities are equally as essential

Exhausting Expertise

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

Tender abilities

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

What you’re going to get in return:

  • Glorious remuneration package deal out there. Wage + Fee/Bonus
  • Hybrid, versatile working mannequin may be agreed
  • Working hours to go well with work-life stability
  • Firm pension (following profitable probation)

Please ahead your CV to pascal(at)advicefirst.ie
In case you have any questions on this function, please be happy to provide Pascal a name: 074 910 3938

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

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

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