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Financial Advisors x 2 – South East Ireland

Trainee Financial Advisors –South East Region

The successful individuals will be ambitious & eager to further develop a long-term career in financial services.

Ideally you will have :

  • Willingness to study QFA exams 
  • Ideally 2+ years’ experience in a client facing financial sales position
  • Proven sales record
  • Good technical knowledge of financial products (life, pensions & investments).
  • Ability to work on your own initiative as well as in a team environment.

Responsibilities of the role will include:

  • Developing client relationships, new and existing.
  • Providing expert, professional financial advice.
  • Enhancing sales / networking initiatives & strategies.
  • Providing solutions to client requirements, adhering to compliance regulations & standards.
  • Achieving annual targets

This is a unique opportunity for an ambitious individual, suited to those with commitment, integrity and motivation to build a long-lasting successful career in the financial services sector.
The successful individuals can expect excellent training, a dynamic work environment, business support and the assistance of the GM, whom is focused upon getting the best from each other.

For additional information and a confidential discussion on this and similar opportunities contact Optimize on: 056 7786631
All applications will be dealt with in the strictest confidence and your CV will never be released without your prior approval.

Job Ref Number: CLP-18591

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