Senior Financial Advisor - Mortgages & Pensions

Simon Brien Bradley; Limerick; On-site; EUR 50,000 - 70,000; Full time

Job summary

Sherry FitzGerald Financial Services in Limerick seeks an experienced Financial Advisor to support clients' financial needs across mortgages, life insurances, pensions, and investments. Ideal candidates will have over 5 years in the financial advice sector and QFA qualification.

The role includes meeting KPI targets for applications and customer satisfaction while providing tailored solutions compliant with regulations. A proven track record in mortgage advice is essential.

Qualifications

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

Responsibilities

• Support financial needs of clients through advice on mortgages, life, insurances, pensions, and investments.
• Provide tailored solutions ensuring adherence to regulatory standards.
• Achieve KPI targets including applications, conversion, customer service, and profitability.

Skills

Financial Advice

Mortgage Advice

Interpersonal Skills

Communication Skills

Attention to Detail

Education

Qualified Financial Advisor (QFA)

Tools

MS Office

Job description

Sherry FitzGerald Financial Services in Limerick seeks an experienced Financial Advisor to support clients' financial needs across mortgages, life insurances, pensions, and investments. Ideal candidates will have over 5 years in the financial advice sector and QFA qualification.

The role includes meeting KPI targets for applications and customer satisfaction while providing tailored solutions compliant with regulations. A proven track record in mortgage advice is essential.