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Senior Financial Planner
1 month ago
This range is provided by Eirkoo. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Associate Director | Recruiting Top Talent within Financial Planning & Wealth ManagementOur client, a Successful & Growing Financial Planning firm, is seeking to bring on an Experienced and Ambitious CFP Qualified Financial Planner.
The Financial Planner will join our client's expert team in providing holistic financial planning advice to clients.
This is a rewarding & very flexible working opportunity for the right individual
Key Duties:
- Identify financial planning needs with clients of the firm
- Provide professional and best advice according to client's needs
- Make recommendations and provide solutions to client's requirements
- Ensure client meetings are conducted in a timely efficient manner
- Work towards agreed business targets
- Maintain and develop relationships with clients
Requirements:
- Must be CFP qualified or working towards
- 5+ years' experience in financial planning and advising on Irish products
- Strong knowledge within life, pensions, and investments
- Strong interpersonal and communication skills
- Proficiency in MS Office Systems
- Knowledge of WealthTrack and Voyant are an advantage
Pension Contribution, Death in Service, Income Protection, 25 Days Annual leave, Hybrid Working, Laptop, Bonus / Commission
If you are interested, please send your CV to nmccabe@eirkoo.ie, otherwise for a confidential chat you can phone our office and ask for Nikki on 01 699 1200
Seniority levelMid-Senior level
Employment typeFull-time
Job functionConsulting, Finance, and Strategy/Planning
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