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Employer Hartley People Recruitment
Job Title Sales And Investment Advisor- Tipperary

The Role

  • Working to agreed lending and investment targets

  • Build relationships and work closely with 2 existing counter staff;

  • In conjunction with the Managing Director formulate a strategy for driving new business on an annual basis.

  • Meet with and interview existing and new clients with regards to residential mortgage lending and lump sum investment advice.

  • Identify cross selling opportunities for protection based advice.

    The Person

  • A minimum of 3 years’ experience

  • QFA qualified, minimum APA which includes Mortgages, Investment and Regulation under the QFA qualification;

  • Provide confirmation of attaining all annual CPD requirements;

  • Satisfy the Fitness and Probity requirements as required by the CBI;

  • Have recent proven experience, as an Investment/Mortgage Advisor in a banking or broker roll.

  • Ability to work in a team environment.

  • Strong communication, organisational skills, and relationship building skills.

Hartley People Recruitment work to the highest ethical standards within our industry and we value the trust that you place in us when you send your CV. We can provide a full consultation in confidence and we guarantee that your CV will not be sent to any of our clients without your prior consent.

For immediate consideration please callSaraon 051-878813 or email your CV in response to this job posting.

This job originally appeared on
Location Tipperary
Date Added 124 days ago
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