MSc Finance graduate with a strong foundation in financial modeling, statistical analysis, and market
research. Proficient in Excel, STATA, Bloomberg, and Refinitiv Eikon, with academic experience in
portfolio optimization, cash flow forecasting, and M&A analysis. Detail-oriented and skilled in delivering
precise reports and analyses within tight deadlines.

Tailor above summary according to below job description and i have done msc in finance only add those skills which i will gain through that…do not add what i do not have …keep it short but attractive.........As well as make it ATS friendly that it can pass through....keep it very short and direct ...Put pressure on what i can give and...try to Use exact words that are used in job description below without affecting the word limit with summary 

Financial Advisor - South Tipperary / Limerick - FBD Insurance

About the job
Job Overview

Reporting to the Sales Manager, the role offers the successful individual the opportunity to develop their career within a long-established, ambitious and growing Company. The Financial Advisor will work closely with FBD Insurance management and staff locally.

Job Responsibilities
•	 Achieve revenue/business targets for life, pension and investment business while working to the expected high standards of professionalism and advice, always conducting a comprehensive fact find with customers to identify and prioritise their financial planning needs and objectives. 
•	 Proactive in developing internal and external relationships to promote, maintain and grow FBD Financial solutions business. 
•	 Operate to the quality standards defined including, processes, technology and procedures and ensure compliance to company standard, policy and procedures and regulatory requirements. 
•	 Take responsibility for personal development by consistently and proactively improving personal sales ability, technical skills and industry knowledge. 


Job Responsibilities

Education
•	Leaving Certificate or equivalent qualification.
•	Recognised Qualification (e.g. QFA, CFP).


Experiences
•	Proven ability to identify customer needs and make recommendations in relation to Investment, Life & Pensions requirements.
•	Self-starter with high energy.
•	Sales experience to intermediaries or the public.
•	Proficiency in MS Office suite of products and in electronic point of sale and administration systems.


Competencies


•	Customer Relationship Management: takes responsibility for ensuring that customer interaction is delivered to a high level of satisfaction with the customer
•	Planning & Organisation: prioritises competing tasks in a busy environment
•	Excellent interpersonal, communication and organisational skills.
•	Problem solving & Decision making: analyses & deals with issues, seeks support as required and takes decisions
•	Drive for results: works efficiently to achieve results


MCC

This is a controlled function under the Central Bank of Irelands Fitness and Probity Regime. As such you are expected to know and comply with the standards at all times.

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FBD is an inclusive Equal Opportunity employer that considers applicants irrespective of their age, gender, ethnicity, culture, religion, language, sexual orientation, ability, disability and social circumstances.
Skills 
•	Financial Planning
•	Financial Services
•	Investments
•	Problem Solving
•	Sales
•	Business Relationship Management
•	Certified Financial Planner
•	Customer Relationship Management (CRM)
•	Financial Advisory
•	Sales Processes