Financial Advisor (QFA) Job in Cork, Cork Ireland
Vacancy – Financial Advisor (QFA)
The Position
This is a fantastic opportunity to join a thriving company based in Cork. Working within a team based environment, you will play a key role in generating business from existing and new clients. You will liaise with customers and provide information on a wide range of financial products.
Key Responsibilities:
Ø Meeting with new existing clients
Ø Managing the sales pipeline process. This involves submitting online applications and seeing the process through to completion.
Ø Maintaining client files and ensuring compliance with internal and external procedures.
Ø Liaising with clients and product providers.
Ø Upselling product to new and potential customers
Ø Handling client queries.
Ø Preparing client reports.
Skills and Experience:
Ø Must have industry knowledge with at least 2-3 years experience in brokerage or banc assurance
Ø QFA qualified
Ø CFP qualifications an advantage
Ø Strong organisational skills
Ø Ability to work as part of a team
Ø Ability to plan and schedule their own workload
Ø Able to work on own initiative and to agreed targets
Ø Ability to work to agreed timetables and deadlines in an ethical manner
Ø Able to undertake analysis and problem solve effectively
Ø Strong communication skills
Ø Enthusiastic, motivated and confident individuals with sound I.T. skills
Ø Excellent telephone manner
This role would suit a candidate with excellent interpersonal ability. You should be driven and self-motivated and be passionate about customer care and committed to being the best in your field.
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