QFA

MCS Group are delighted to be working with an experienced firm who are seeking to recruit a QFA to join their successful team in Dundalk on an employed basis.

The ideal candidate will be hard-working, professional, and able to undertake a variety of office support tasks and work diligently in a busy environment. This is an excellent opportunity for a QFA to gain more exposure and work on a warm book with quality leads.

The Company

With over 50 years of experience my client has developed into one of the largest accountancy firms in the North East. Their knowledge, experience and resources allow them to provide clients with specialist expertise in financial, taxation and corporate matters.

The Role

This is a perfect opportunity for an experienced advisor seeking a family feel business with top class support. The Financial Advisor will work closely with the wider team to provide first-class advisory and support service to clients and develop business relationships. The right candidate will be customer focused with excellent communication skills, self-organised and determined to achieve the highest of standards for their clients putting the customers experience before sales. Some other responsibilities are listed below:

• Develop business relationships with existing and new clients by providing appropriate advice and support
• Develop new business opportunities within the market as well as promoting additional services to existing clients
• Ensure that all processes are adhered to and systems used in according to company policy

The Person

• Have previous experience working in the Financial Services industry
• Be highly professional and well presented at all times
• Have a strong ability to multitask
• Proficient IT skills in online databases, Microsoft word, office and outlook
• Excellent communication skills and are confident in any client-facing setting whether face to face, by phone or written correspondence
• Ability to work on own initiative
• QFA qualified or progression towards QFA
• APA in Pensions and Investments is a must

This role can potentially be offered at senior or junior level, get in touch for more information.

The Offer

• Salary DOE - market leading
• Benefits package
• Pension Plan
• Bonus opportunity

All conversations will be treated in the strictest of confidence. I am keen to have an initial discussion with anyone who feels this could potentially be of interest.

Please contact Matthew Woods, Recruitment Manager at MCS Group or send an up to date CV via the link provided to speak further about this opportunity.