Careers

Financial Advisor job

Finovate, a leading independent Wealth Management firm, is seeking a Financial Advisor to help formulate and implement comprehensive investment and financial planning advice, manage existing client relationships, and participate in new business development strategies.
Financial Advisor:

We are currently seeking for an ambitious and adaptable individual to fill the role of Qualified Financial Advisor.

* A Hybrid WFH opportunity is available for suitable candidates. *

Low provide solutions for clients Financial needs such as Protection, Pensions, Savings & Investments & Mortgages. We specialize in online and telephone consultations. Our Advisors have full support from the Administration Department, allowing advisors to concentrate on advising our new and existing customers.

We are seeking 5 types of Financial Advisors:

  • Life Insurance Advisors.
  • Financial Planners.
  • Mortgage Advisors.
  • Pension Savings & Investment Advisors.
  • (or) Experience in all of the above.

Responsibilities –

  • Provide expert advice over the phone and by email.
  • Actively identify sales opportunities from high intent inbound enquiries and proposing suitable financial solutions, cross-selling products where possible.
  • Ensure all internal procedures and industry regulations are followed.

Requirements –

  • QFA, CFP or APA certified.
  • Excellent telephone sales skills.
  • Delivering a high level of customer service via phone, email & web-meetings.
  • Team player that maintains productive relationships with colleagues & management.
  • Previous experience as a Financial Advisor, CFP or APA in a Financial Services Brokerage or Financial Institution.
  • Previous experience operating a CRM system a bonus.

Why choose Low Quotes? –

  • High intent customer enquiries delivered directly to your CRM.
  • Hybrid WFH available for the ideal candidate.
  • Company Pension available.
  • Employee Wellness Programme.
  • Competitive salary with uncapped commission and bonus (DOE).
  • Full support from Administration Department.
  • Full Sales & CRM training provided.
  • Low Quotes Broker Center and CRM to assist with streamlining processes.

€ 40,000 – €60,000

Job Types: Full-time, Permanent

Pay: €40,000.00-€60,000.00 per year

Additional pay:

  • Bonus pay
  • Commission pay

Benefits:

  • On-site parking

Schedule:

  • Monday to Friday

Work Location: In person / WFH available

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