Experienced Financial Advisor - Digital Advice Team
Irish Life
- Dublin
- Permanent
- Full-time
- Full Time Permanent position
- Hybrid role based in our City Centre offices
- Providing financial advice to new and existing customers on their financial needs, making appropriate recommendations in accordance with Irish Life advice and compliance standards,
- Delivering superior customer satisfaction - answering customer queries, developing financial plans to help meet their needs and communicating financial advice in clear, straightforward terms,
- Working to agreed targets and standards - achieving challenging performance and KPI targets,
- Building and developing relationships with new customers, and pro-actively engaging with an existing client bank,
- Ensuring compliance with Company policies, regulatory and professional requirements,
- Adhering to appropriate risk management procedures to control, monitor and report on business activities,
- Keeping up to date with all changes in the commercial environment and completes Continual Professional Development (CPD) on an ongoing basis.
- A proven track record of success in a consumer-facing sales role, with at least two year's experience providing regulated financial advice to customers,
- A strong ambition and drive to succeed, with an ability to work on own initiative and as part of a team,
- Excellent relationship and communication skills,
- Experience in engaging with customers using remote technologies is an advantage,
- Possess QFA (have passed all 'Qualified Financial Advisor' exams) and be up to date on all CPD requirements,
- A minimum education standard of a 3rd Level Qualification.