Senior Financial Planner

3 weeks ago

Dublin, Dublin City, Ireland Axiom Consultants Full time

Working with Axiom Consultants, our client is the leading name in the provision of
wealth management services to clients in Ireland. Due to continued growth, they are
now inviting applications for a Senior Financial Planner to join their team.

Financial Advisor key duties:

  • Onboard new clients
  • Manage own pipeline.
  • Ability to assess and analyse clients' financial circumstances to determine
    their requirements.
  • Ensure client meetings are conducted in a timely efficient manner.
  • Make recommendations and provide solutions to client's requirements.
  • Manage implementation of product recommendations
  • Responsible for the compliance around new product implementation

Required skills and experience:

  • Must have QFA designation.
  • 5+ years' experience
  • Confident with clients
  • A proactive approach to developing this function.
  • Results-driven & objective focused
  • Self-starter with a high degree of initiative without needing direction.
  • Expert knowledge of investments, pensions, protection, and savings products
  • Ability to work as part of a team.
  • Proficiency in Microsoft Office, Excel, and Microsoft Outlook
  • Ability to be flexible and adaptable.
  • Knowledge of Wealthtrack and Voyant would be a significant advantage.
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