Cache of job #14043534

Job Title

Savings & Investments Adviser - Tipperary

Employer

Hartley People

Location

Tipperary

Description

An exciting opportunity has arisen with our client based in Tipperary for a Savings & Investments Advisor . This is an excellent opportunity to join a leading company. The Role 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 providing best Investment Advice. Identify cross selling opportunities for protection based advice. Arranging client meetings weekly. The Person Ideally fully QFA qualified, minimum APA which includes Investment and Regulation under the QFA qualification; Can provide confirmation of attaining all annual CPD requirements; Be able to satisfy the Fitness and Probity requirements as required by the CBI; Have recent proven experience, as an Investment Advisor in a banking or broker roll, for a minimum period of 2 years; Can demonstrate an ability to work in a team environment; Possess strong communication and organisational skills, with the ability to quickly build relationships; Have a customer centric approach to doing business, which also shows attention to meeting any and all compliance requirements. 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 call Gary on 051-878813 or email your CV in response to this job posting or to Gary@hartleypeople.com.

Date Added

1713 days ago

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