Senior Financial Advisor – Mortgages, Life & Investments

Simon Brien Bradley; Dublin; On-site; EUR 45,000 - 65,000; Full time

Job summary

Sherry FitzGerald Financial Services is looking to recruit Financial Advisors in Dublin. Candidates should have over 5 years' relevant experience in the financial advice industry. The role involves providing tailored advice across mortgages, life, pensions, and investments.

Successful applicants will help clients meet their financial needs while achieving KPI targets and developing new business opportunities. Candidates must be comfortable with new technologies and have excellent interpersonal skills.

Qualifications

• 5+ years relevant experience in the Financial Advice industry.
• Experience of mortgage advice & sales with a track record of achieving annual targets.
• Knowledge of the Irish Property Market.

Responsibilities

• Support clients through the provision of advice on mortgages, life, pensions, and investments.
• Recommend tailored solutions ensuring regulatory compliance.
• Proactively develop new business opportunities.

Skills

Financial advice experience

Interpersonal skills

Attention to detail

Multitasking

Education

QFA or similar qualification

Tools

MS Office

Job description

Sherry FitzGerald Financial Services is looking to recruit Financial Advisors in Dublin. Candidates should have over 5 years' relevant experience in the financial advice industry. The role involves providing tailored advice across mortgages, life, pensions, and investments.

Successful applicants will help clients meet their financial needs while achieving KPI targets and developing new business opportunities. Candidates must be comfortable with new technologies and have excellent interpersonal skills.