Sherry FitzGerald

Financial Planning and Analysis

• Support the financial needs of SFFS clients through the provision of advice across mortgages, life, insurances, pensions, investments and savings
• Recommend and provide tailored solutions to match SFFS client requirements ensuring adherence to all regulatory and compliance standards
• Optimise all internal and external business opportunities to deliver income impact to the SFFS P&L
• Identify & act on referrals as they present themselves across Sherry FitzGerald Group (e.g. Residential, New Homes divisions etc)
• Achieve KPI targets including annual income, applications, conversion, customer service and profitability metrics
• Proactively develop new business opportunities through relationships, networking and business development activities to enhance the SFFS brand and reputation in the community
• Provide and maintain excellent customer service to clients at all stages of their journey with SFFS
• Be an effective member of the SFFS team contributing to the delivery of the annual business plan, while supporting each other in the achievement of KPIs
• Use initiative to identify business opportunities and make recommendations that should be pursued to grow revenue, market share and improve service levels for SFFS
• Manage workload to exceed our customers’ expectations by producing work to the highest professional standard, representing the brand in the best way possible
• Live the Company Values in all dealings with colleagues and take responsibility for own development by undertaking activities to broaden experience and market knowledge, while also sharing expertise and providing coaching to others

Financial Advisor

• Support the financial needs of SFFS clients through the provision of advice across mortgages, life, insurances, pensions, investments and savings.
• Recommend and provide tailored solutions to match SFFS client requirements ensuring adherence to all regulatory and compliance standards.
• Optimise all internal and external business opportunities to deliver income impact to the SFFS P&L.
• Identify & act on referrals as they present themselves across Sherry FitzGerald Group (e.g. Residential, New Homes divisions etc).
• Achieve KPI targets including annual income, applications, conversion, customer service and profitability metrics.
• Proactively develop new business opportunities through relationships, networking and business development activities to enhance the SFFS brand and reputation in the community.
• Provide and maintain excellent customer service to clients at all stages of their journey with SFFS.
• Be an effective member of the SFFS team contributing to the delivery of the annual business plan, while supporting each other in the achievement of KPIs.
• Use initiative to identify business opportunities and make recommendations that should be pursued to grow revenue, market share and improve service levels for SFFS.
• Manage workload to exceed our customers’ expectations by producing work to the highest professional standard, representing the brand in the best way possible.
• Live the Company Values in all dealings with colleagues and take responsibility for own development by undertaking activities to broaden experience and market knowledge, while also sharing expertise and providing coaching to others.