Job Vacancies: John F. Loughrey Financial Services are seeking a Financial Services Administrator and a Financial Advisor for their premises in Letterkenny.
John F. Loughrey Financial Services is the leading firm of impartial financial advisors in the northwest.
For nearly 40 years, we have been helping clients plan for their retirement, save for their future and protect their greatest assets.
Financial Services Administrator – Job Details
Contract: Full-Time, Permanent
Salary: Competitive Rate
Hours of work: 9am – 5.30pm Monday to Thursday and 9am – 5.00pm Friday
Main Duties and Responsibilities
- Being the first point of contact in the office and managing a busy reception;
- Working as part of a team to provide excellent support to our Financial Advisors;
- Interacting with service providers, existing and new clients;
- Ensuring regulatory and legal compliance on all assigned tasks;
- Standard reception and administrative duties such as answering phones, post and banking;
- Managing new business applications in Pension, Investments and Life Assurance & ensuring these are processed in an accurate and timely manner;
- Ensuring effective communication with the Advisors;
- Communicating with clients over the phone and email;
- Supporting the Advisors with any ad hoc administration duties.
Essential Criteria
- Hold the QFA designation AND have worked in the financial services industry for a minimum of 3 years; OR
- Have worked in the financial services industry for a minimum of 4 years AND willing to undertake QFA designation;
- Strong organisational skills, systematic and ability to multi-task;
- Excellent communications skills, both orally and in writing;
- Have great attention to detail; and
- Proficient in excel & word
Other Benefits
Income protection scheme, death in service, pension scheme, additional annual leave based on length of service.
How to apply
To apply for this position please send your CV to lisa@jfl.ie; along with a brief cover letter clearly outlining why you have applied for the position and how you meet the criteria before midnight on Sunday 16th October.
Financial Advisor – Job Details
Contract: Full-Time, Permanent
Salary: Competitive Basic Rate with opportunity for performance related bonus
Hours of work: 9am – 5.30pm Monday to Thursday and 9am – 5.00pm Friday
Main Duties and Responsibilities
- Build and maintain long-term client relationships, through quality of service and advice;
- Review our existing clients on a regular basis, update them on their existing business, identify any gaps in their financial needs and address these accordingly;
- Conduct research and data analysis for clients;
- Provide advice on all aspects of clients’ requirements and wealth management planning;
- To meet and exceed targets set by the Company in various areas;
- Endeavour to bring new clients into the organisation and help them to plan for financial security in the future;
- Keep updated with all relevant regulations, legislation, policies, and procedures;
- Ensure that the service provided meets the highest ethical standards and all regulatory requirements;
- Adopt an open, honest approach and deal with all aspects of client affairs with integrity;
- Communicate information to clients in a manner appropriate for their level of understanding; and
- Maintain own knowledge of current affairs and the potential impact on client issues
Essential Criteria
- Hold the QFA designation, with RPA, SIA or CFP qualification AND have worked in an advisory role in the brokerage industry for a minimum of 3 years; OR
- Hold the QFA designation AND have worked in an advisory role in the brokerage industry for a minimum of 5 years;
- Demonstrate evidence of ability to manage a portfolio of clients;
- Strong organisational skills to manage multiple clients demands; and
- Interpersonal skills and ability to network required
Desirable Criteria
- Desire to undertake or work towards additional relevant qualifications such as the RPA, SIA or CFP would be beneficial.
Other Benefits
Income protection scheme, death in service, pension scheme, additional annual leave based on length of service.
How to apply
To apply for this position please send your CV to lisa@jfl.ie; along with a brief cover letter clearly outlining why you have applied for the position and how you meet the criteria before midnight on Sunday 16th October.
