Financial Advisor (Regional Manager)

Search Talent; Limerick; On-site; EUR 80,000 - 120,000; Full time

Benefits offered by this job

Leads provided

Team-wide bonus 120-200k

Job summary

Search Talent is seeking an experienced Financial Advisor to join our growing Financial Planning & Wealth Management Team in Limerick. You will lead a team of advisors and provide clients with protection, savings, investments, pensions and retirement planning advice.

The role includes sourcing new business, maintaining relationships, ensuring compliance, and hitting targets. A QFA is required; CFP is desirable. A team-wide commission bonus of 120-200k is on offer.

Qualifications

• Qualified as a Financial Advisor with strong knowledge of Life, Pensions and Investments.
• Experience leading a team and meeting targets in financial services.
• Cashflow modelling experience is beneficial.

Responsibilities

• Provide comprehensive financial planning advice to clients across protection, savings and investments.
• Lead and manage a team of financial advisors toward targets and growth.
• Grow client base through leads, referrals and new business development.
• Ensure compliance with internal policies and industry regulations.
• Build and maintain long-term client relationships.

Skills

Financial planning

Team leadership

Target achievement

Client communication

Cashflow modelling

Education

QFA qualified

CFP desirable

Tools

CashCalc

Job description

Financial Advisors in Limerick/Tipperary region looking to manage a team and earn a team wide bonus while working with a brokerage providing you with leads - this is for you.

Search Talent are seeking an experienced Financial Advisor to join a growing Financial Planning & Wealth Management Team within a financial advisory firm that have a strong footprint in the Irish market. The successful candidate will work as part of a team of financial planning consultants. This opportunity will suit an experienced financial advisor, with an innovative and commercial skillset, who goes above and beyond to create positive outcomes for clients.

We are seeking a self-motivated individual that will ensure our clients are provided with accurate financial advice enabling them to make decisions to meet their financial goals. In this role, you will be responsible for advising on our client’s financial position, acting as a trusted advisor in areas such as protection, savings & investments, pensions and the clients’ overall financial planning needs.

The opportunity is also presented to manage your own team of financial advisors, leading them to success and with the earning potential of a team wide commission bonus of 120-200k.

The Role:

• Providing solutions to new and existing clients based on their financial planning needs.
• Advise on protection, savings & investments, pensions, and retirement planning needs for both PAYE & self-employed clients.
• Assessing the clients financial circumstances/risk assessments.
• Carrying out a thorough fact-find with clients in order to identify their financial goals/objectives.
• Growing the client base through lead generation, referrals and sourcing of new business.
• Building and maintaining long lasting relationships with clients.
• Ensuring all internal policy/procedures and industry compliance regulations/standards are adhered to.
• There is an expectation that the successful candidate will source new life, investment and pension business through commercial initiatives. Support can be provided.
• Build and maintain strong relationships with clients.
• Work to agreed targets and standards.

About You:

• Direct experience working as a Financial Planner/Advisor within the financial services industry (broker experience is an advantage).
• Must be a Qualified Financial Advisor (QFA qualified). A Certified Financial Planner (CFP) is desirable.
• Strong knowledge of Life, Pensions and Investment products.
• Solid understanding and knowledge of the Irish pension regulations and legislation.
• Experience and knowledge of using cashflow modelling software. Use of CashCalc is desirable.
• A positive working attitude with ability to work on own initiative.
• Proven track record of meeting targets.
• Strong communication/presentation skills, both written and verbal.
• Strong organisational skills, the ability to manage time and to manage projects of various sizes successfully, when required.
• Ability to work effectively as part of a dynamic team, and to manage key stakeholder relationships both internally and externally.