APA Or QFA Financial Advisor

CPL

Shannon

APA or QFA Financial Advisor. Are you an experienced, APA or QFA qualified financial services professional with proven commercial/corporate finance experience who is now looking for a new challenge? Or are you in retail banking & ideally looking to move across to a more corporate focused role? Our client, a highly successful financial services provider with a client base ranging across diverse industry sectors are now expanding again & actively recruiting for their services centre based in the mid-west. This is a fantastic opportunity for ambitious & suitably qualified applicants to further develop & grow their career in a highly successful organisation so if youre interested, please apply! The Job : Reporting to a portfolio manager & acting as part of the corporate & commercial servicing team, the successful candidate will cover a diverse role but primarily work with dedicated business & corporate clients across Ireland engaging with them on their financial needs & loan products. You will ensure compliance with central bank regulations, complete detail product status reports, analyse product trends, develop payment strategies, respond to colleagues & management requests & on-board new clients as well as close off on completed & expired portfolios. Your Skills/Experience that we need : 3rd level degree qualified ideally in business studies, economics or a similar discipline. 1-2+ years experience in a corporate/commercial customer focused role in the financial services or banking sector. APA qualified is essential, full QFA would be a significant advantage. Have excellent customer engagement & communications skills. Strong technical knowledge & ability to quickly understand new financial systems & products. Ability to work on multiple projects & across diverse products.The Offer: The Offer : This position has a starting salary of 30k with full pension, health cover & educational assistances as part of the benefits package, as well as an attractive bonus structure. Excellent training supports & further career growth prospects will also be on offer to the successful candidate. How to Apply : If youre interested in applying or want to know more about this job 1st, contact Thomas Hogan in CPL Limerick on 061 208659 or email your Cv to thomas.hogan@cpl.ie. For a full list of open jobs, have a look at www.cpl.com.

915 days ago