Financial Advisor

Morgan McKinley; Galway; On-site; EUR 35,000 - 52,000; Full time

Job summary

Morgan McKinley is partnering with a growing Galway financial services business to recruit an experienced Financial Advisor. You will focus on advising clients, building relationships and converting new business from qualified leads in a supportive, progressive environment.

Ideal candidates are QFA qualified with a track record in insurance or financial services, strong communication skills, and a customer-focused approach.

Qualifications

• Experience in financial services or advisory environments.
• Knowledge of personal and/or commercial insurance products.
• Track record of developing client relationships and generating new business.
• Strong communication and relationship-building skills.
• Professional, customer-focused approach.
• Excellent organisational and administrative skills.
• Commercially minded with focus on client needs.
• Ability to work independently and in a team.

Responsibilities

• Manage and convert qualified, company-generated leads and enquiries.
• Conduct client fact-finds and needs assessments.
• Provide professional advice on insurance and protection solutions.
• Build and maintain long-term client relationships.
• Identify referrals, cross-selling opportunities and client solutions.
• Deliver an excellent customer experience throughout the client journey.
• Ensure advice is compliant and in line with regulatory requirements.
• Maintain accurate client records and administration.
• Follow internal processes across all interactions.
• Work towards business development, sales and service objectives.
• Stay up-to-date with products, regulations and industry developments.

Skills

Financial services experience

Insurance knowledge

Communication skills

Relationship-building

Client-focused

Organisational skills

Commercial mindset

Team player

Independent working

Education

QFA qualified

Job description

We are working exclusively with a growing and well-established financial services business in Galway to recruit an experienced Financial Advisor to join their expanding team.

This is an excellent opportunity for a client-focused insurance or financial services professional who enjoys building relationships, providing expert advice and helping clients find the right protection solutions for their individual needs.

The successful candidate will work with qualified leads generated by the business, giving you the opportunity to focus on advising clients, developing relationships and converting new business, while continuing to build your knowledge and career within a supportive and progressive environment.

What you need

• QFA qualified
• Previous experience within financial services, insurance, banking or a related advisory environment.
• Knowledge of personal and/or commercial insurance products.
• Proven track record of developing client relationships and generating new business.
• Strong communication and relationship-building skills.
• A professional, customer-focused approach.
• Excellent organisational and administrative skills.
• Commercially minded with a genuine focus on understanding and meeting client needs.
• Ability to work independently while also contributing positively to a wider team.

Responsibilities

• Manage and convert qualified, company-generated leads and enquiries.
• Conduct detailed client fact-finds and needs assessments.
• Provide professional advice on appropriate insurance and protection solutions.
• Build and maintain strong, long-term relationships with clients.
• Identify opportunities for referrals, cross-selling and additional client solutions.
• Deliver an excellent customer experience throughout the full client journey.
• Ensure all advice and recommendations are appropriate, compliant and in line with regulatory requirements.
• Maintain accurate client records, documentation and administration.
• Follow internal processes and regulatory requirements across all client interactions.
• Work towards agreed business development, sales and customer service objectives.
• Keep up to date with relevant products, regulations and industry developments.