Financial Advisor | Broker | OTE 150k

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Job Description

My client is a leading brokerage based in South Dublin who is looking for an experienced Financial Advisor/Planner to join their team.

You will be working alongside a team of highly experienced and successful financial advisors.

This role would suit an individual is driven and hungry for success.

The role offers great earning potential along with a warm book of leads.

The role:

  • Provide a financial planning service to clients offering excellent financial advice.
  • Provide full advice on life, pension and investments products.
  • Analysing financial data from clients to develop approaches for meeting clients' financial goals.
  • Inform clients and answer questions about their options and potential risks.
  • Keep track of clients' accounts and establish if changes are needed to improve account performance or accommodate life changes.
  • Constantly building and maintaining your client base.

What you need:

  • QFA Qualification minimum, CFP Qualification preferable.
  • 3+ years’ experience in a similar role.
  • Proven track record of consistently meeting/exceeding targets.
  • Ability to generate own leads as well as work with a warm client base.
  • The want to drive and succeed in a busy customer facing role.

For further information in relation to this Financial Advisor role please contact Aimee Kelly – Head of CPL Insurance on 01 6146181 or apply here.

Apply via LinkedIn