Financial Planner

14 hours ago

Dublin, Ireland Rockwell Financial Management Full time

Financial Planner Well-established Financial Services Brokerage based in Dublin. As part of their Financial Services offering this company provide a full range of life, pension & investment products to their clients, with a particular focus on long-term financial planning and cash-flow modelling. The company are now looking to add an experienced Financial Planner to their team. The successful candidate will be ambitious and self-motivated and hold previous experience in a similar position. This person will be keen for career growth and be looking for a company that can provide a long-term career path. Due to the size and reputation of this firm, there is an existing client base ready to be serviced, along with regular leads provided from other areas of the business. The Role: Aside from reaching monthly targets through sales and activity KPIs, Yourresponsibilities willinclude: Meetingwith newclients and takingfrominitialmeeting throughthefinancialplanning process Identify needsandopportunities for newbusiness and closing same. Annualclient reviews Getting thereferrals youdeservefromclients bydoing greatworkfor them Liaisingwith sector specialists and other advisorsin the firm Responding toclientcommunications in atimelymanner Your skills and attributes QFAqualified Ideally 3 years + experience in a similar role GoodtechnicalLife&Pensions knowledge Youllhaveexcellentwriting and communication abilities. Canworkunsupervised in your role, andbe a teamplayer Proficient in MS Word, Excel, and Outlook Benefits: Work From Home

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