Financial Services Advisor – APA Qualified, Onsite Dublin

Morgan McKinley; Dublin; On-site; EUR 35,000 - 38,000; Full time

Job summary

Morgan McKinley in Dublin is seeking a Finance Customer Advisor aligned with APA qualifications in Loans and Savings or Investments. You will work within a high-energy team delivering compliant, customer-focused guidance on financial products.

The role requires an APA, with up-to-date CPD hours, and a commitment to completing professional qualifications within three years. This is a full-time, on-site position in Dublin, offering a clear path to progression and professional development.

Qualifications

• Commitment to complete professional qualifications within 3 years – Qualified Financial Advisor – recognised qualifications to permit the discussion of product information and provide advice to customers i.e QFA, APA in both Loans and Savings & Investments.

Responsibilities

• Work effectively as part of a high performing team delivering excellent customer service and on own initiative.
• Provide an excellent level of customer service and advise our customers throughout their product / financial needs journey where qualified to do so, further improving the customer experience.
• Ensure accuracy by being quality focused and adopt a right first time approach at all times.
• Support and deliver for customers in our inbound, outbound and our digital channels.
• Interact and build exceptional customer relationships providing market leading service that meets the agreed service level agreements.
• Take ownership and deal with customer queries in an effective, professional and compliant manner.
• Maintain knowledge of the regulatory codes and legislation impacting on day to day work.
• Commit to continuous professional development and agree an annual performance and professional development plan with the manager.
• Continuously review skills, and be flexible and open to feedback.
• Be ‘risk aware’ and contribute to the maintaining of robust risk framework in Digital and Direct by ensuring your customer interactions are conducted in accordance with legislative, regulatory, policies and offer solutions to customers are appropriate to their needs.
• Act as a visible role model, striving for a culture that promotes ethics, employee engagement and fun, is adaptable and can problem solve, with strong teamwork, collaboration, trust and respect ethos – ensuring the team is passionate about being part of the high energy team in Digital and Direct.

Skills

APA in Loans/Savings or Investments

CPD hours

Strong English

Education

APA in Loans and/or Savings & Investments

Job description

Morgan McKinley in Dublin is seeking a Finance Customer Advisor aligned with APA qualifications in Loans and Savings or Investments. You will work within a high-energy team delivering compliant, customer-focused guidance on financial products.

The role requires an APA, with up-to-date CPD hours, and a commitment to completing professional qualifications within three years. This is a full-time, on-site position in Dublin, offering a clear path to progression and professional development.