Mortgage/ Financial Advisor

To convert appointments to Mortgage / Life business in order to achieve Department target. To lend support to the Mortgage Manager, to encourage and train staff within the Department and Organisation
1. Underlying Knowledge:

Between 3 – 4 years (inclusive) experience in the financial services industry
Ideally be a member of the Institute of Bankers. Qualified to QFA level
Good knowledge of the Mortgage & Insurance market
Proficient in Mortgage Search and Life Assurance Packages and working knowledge of Word

2. Responsibility

Personal and Department target

Mortgage target

Life Assurance Target

Responsible for managing and developing branch referral business

Assistance to trainee, junior and support staff

3. Professionalism

Maintains high standard of customer care

Maintains professional and ethical standards at all times

Adheres to Company Manual and Customer Care Charter

4. Measurables

a) Hard Targets

– Mortgage Target
– Life Policy Target

b) Soft Factors

–   Administration
–   Customer Care
–   Communication (both internal and external)
–   Team Work

DEREK FITZGERALD

RECRUITMENT CONSULTANT
Email: dfitzgerald@360search.ie
Phone: 01-63 44 990

Compliance Executive

Salary: €50k – €60k

Our client a leading provider of Investment management has need for a Compliance Executive to join their growing and dynamic team. You will oversee and control the Compliance function across the business in Ireland and European branch.
Key Responsibilities

To enable the firm to comply with its obligations resulting from its authorization under the European Communities (Insurance Mediation) Regulations 2005 (IMR)
To ensure that the firm has the necessary policies, procedures and controls to meet the requirements set out in the IMR and those set out in the Consumer Protection Code (CPC)
To continually monitor, review and revise the firms’ organizational structure, policies, procedures and client documentation to ensure they conform to requirements.
Manage day-day relationship and reporting with Central Bank of Ireland and the firms Auditors
Report on progress against Key Performance Indicators on a regular basis both internally and to Central Bank and to firms Auditors
Assist the Compliance Director with regard to specific projects.
Represent the Compliance Department on business initiatives and projects both internally and externally as necessary
Provide business advice in relation to technical regulatory matters.
Undertake appropriate professional development and training
Maintain productive relationships with colleagues, management and business partners

Person specification

Articulate – able to communicate effectively in verbal and written form
Solutions orientated – imaginative and a problem solver
Commercially orientated
Balances short and long term objectives
Motivated, ambitious and hard-working
Comprehensive understanding of all key areas of financial planning and generic solutions for Residents and Expatriates

DEREK FITZGERALD

RECRUITMENT CONSULTANT
Email: dfitzgerald@360search.ie
Phone: 01-63 44 990

Financial Advisor

Salary: €35k – €45k

Our client, a well established and busy City Centre Brokerage are looking for experienced Financial Advisors to join their team.

You will be responsible for identifying their client’s financial needs and providing tailored, value for money solutions. In this regard, you will focus on the following key areas of financial planning:

Family & Asset Production
Savings & Investments
Mortgages – New Applications
Mortgages – Restructuring
Retirement Planning
Business Protection

Education

You will have a minumum of QFA qualification
Or APA as required whilst on a program to full QFA
Full CPD records with same fully up to date
Strong knowledge of the Financial Services industry and related products and services

For further information please contact me for a confidential conversation on 016344990

ELLEN BYRNE

ASSOCIATE DIRECTOR

Phone: 01-63 44 990

Senior Financial Advisor

Salary: €35k – €45k

Senior Financial Advisor, you will work in an environment that delivers exceptional service to customers providing professional, expert advice across a range of lending, deposit and wealth management products and services.

Key Accountabilities
The successful candidate will hold accountability for the following activities:

Develop an acute understanding of client needs and provide comprehensive financial solutions that assist customers in achieving their broad financial planning goals of wealth creation, protection and management.
Optimise opportunities to deliver quality customer outreach.
Deliver customer experience targets, providing proactive and positive relationship management through regular contact and follow up, quality financial health checks and strong market awareness.
Deliver sales and financial targets, acting at all times in the best interest of the customer and in a compliant manner.
Maximise cross-selling opportunities with existing clients, ensuring channel of choice.
Remain up to date with changing consumer behaviour and client needs (individually and by segment); with emerging market trends and technology developments.
Ensure business transacted and to be converted fully complies with both internal and external regulatory and compliance standards.
Ensure optimum sales quality measures are in place for all clients within your portfolio e.g. fact finds, written advice, financial plans, anti-money laundering documentation.
Effective management of your workflow and forward plan activities to ensure optimal productivity and customer experience.

Experience & Qualifications:

3+ years` proven track record of success and performance in a sales capacity in financial planning and wealth management.
Proven experience in new business development and ability to build and maintain client relationships at the highest level.
Motivated sales professional with a clear passion for success.
A third level degree, or equivalent, is required.

To be eligible to be considered for this role, you are a fully Qualified Financial Advisor (QFA).

Market & Technical Knowledge:

Solid knowledge and experience in advising clients and providing comprehensive financial solutions, including mortgages, investments, pensions, financial planning and wealth protection.
In-depth interest in financial, economic and market trends.

Interpersonal Skills:

Confident and credible communicator, with experience in interacting successfully with a wide range of people.
Proven background in delivering an outstanding customer experience, leading with a `Can Do` perspective.
Effective interpersonal, communication and influencing skills
Strong organising and planning skills
Ability to work on your own and as part of a team
Proactive, solutions oriented and a self-starter.
A people`s person, with a natural curiosity and affinity for people

DEREK FITZGERALD

RECRUITMENT CONSULTANT
Email: dfitzgerald@360search.ie
Phone: 01-63 44 990