- Experience
- 3+ yrs
- Salary
- —
- Openings
- 1
- Posted
- 1 week ago
- Work mode
- In office
- Resume
- Required to apply
Where you'll work
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Job description
The Opportunity
We are looking for a skilled Financial Advisor to join our established team serving clients throughout the West, Mid-West, and Midlands regions. This role involves working with both existing and new clients to offer customized financial advice addressing a variety of personal financial needs. The ideal candidate thrives in building and nurturing client relationships aimed at helping clients reach their long-term financial objectives through expert advice.
About the Company
Ask Acorn is part of the Acorn Life Group, founded in 1989, with a nationwide network of approximately 150 local Financial Advisers. Managing assets exceeding €1.5 billion for over 100,000 clients, we provide a broad selection of services including General Insurance and Personal Financial products such as Pensions, Protection, and Wealth Management. Our advisers benefit from significant autonomy, robust back-office support, and a company culture dedicated to enabling individual growth.
Role Details
- This is a full-time hybrid position based in Briarhill, Galway.
- Responsible for managing and expanding an existing client portfolio.
- Increasing Annual Premium Equivalent (APE) within your portfolio.
- Developing new client connections and relationships.
- Delivering continuous service and addressing client queries promptly.
- Achieving Key Performance Indicators (KPIs), presentation, and sales targets.
- Ensuring compliance with all relevant internal and external regulations.
Candidate Requirements
- Possession of Qualified Financial Advisor (QFA) designation or significant progress towards obtaining it.
- A minimum of three years working within the financial industry, with at least one year directly engaging with clients.
- Strong interpersonal and communication skills.
- Proven ability to establish and maintain strong personal client relationships.
- Self-confidence and initiative.
Benefits and Opportunities
- Competitive benefits package.
- Annual allowance for education and professional development.
- Access to continual training and career growth opportunities.
- Prospects for long-term career advancement within the company.
Application Instructions
Only candidates submitting a cover letter detailing their qualifications and relevant experience will be considered for this opportunity.