Financial Advisors


Sherry FitzGerald

Financial Advisors

Sherry FitzGerald Financial Services currently have exciting opportunities for two financial advisor positions based in our office in IFSC, Dublin 1. 

Job Role: Working as a financial intermediary you will be required to convert leads from direct sources and from within the organisation, and provide financial advice and support to clients on all financial aspects within the property cycle.  Working within an established team, you will be required to achieve KPI targets including conversion and new business levels, and support the branch manager to encourage and train staff within the branches and organisation.

1. Underlying Knowledge:

  • 5 plus years of experience in the financial services industry
  • Qualified to QFA or similar industry level
  • Experience of Mortgage packaging & underwriting process
  • Experience of Life & Pensions market & products
  • Good knowledge of the Property Market
  • Proficient in office Packages and including Word & Excel

2. Responsibility

  • Personal and Department target
  • Mortgage target
  • Life Assurance Target
  • Responsible for developing referral business
  • Sell services of Sherry FitzGerald

3. Professionalism

  • Maintains the highest standards of customer care
  • Maintains professional and ethical standards at all times
  • Adheres to Company Manual and Customer Care Charter

4. Measurables


a)         Hard Factors               i           Mortgage Target

                                                ii          Life Policy Target



b)         Soft Factors                 i           Administration

                                                ii          Customer Care

                                                iii         Communication (both internal and external)

                                                iv         Team Work

                                                v          Problem Solving

Interested candidates should send a copy of their CV and Cover Letter in confidence to Dealbha Prendergast at by 15th March 2018.