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Financial Advisor
Sherry FitzGeraldFinancial Advisor role at Sherry FitzGerald Financial Services in Limerick. Providing comprehensive financial advice across mortgages, life, pensions, and investments to support clients' needs.
About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- 5+ years relevant experience in the Financial Advice industry
- Qualified to QFA or similar industry level
- Experience of mortgage advice & sales with track record of achieving annual targets
- Experience of mortgage packaging & underwriting processes
- Experience of the Life & Pensions market and products would be an advantage
- Knowledge of the Irish Property Market
- Excellent interpersonal & communication skills, good ability to multitask and meet deadlines
- Highly motivated with an ability to take ownership and strong attention to detail
- Experience of working in/with the broker industry would be advantageous
- Comfortable with new technologies and proficient in MS office packages
- Full clean driver's licence and access to your own vehicle
Benefits
Comp & perks- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial advicemortgage advicemortgage packagingunderwriting processeslife insurancepensionsinvestmentssavingsKPI achievementbusiness development
Soft Skills
interpersonal skillscommunication skillsmultitaskingdeadline managementmotivationownershipattention to detailteam collaborationcustomer serviceinitiative
Certifications
QFA