Financial Planning Consultant

5 days ago

Dublin, Dublin City, Ireland Abrivia Full time
Financial Planning Consultant, CFP About the Role: A leading firm is expanding its Wealth and Employee Benefits division, creating an exciting opportunity for a Financial Planning Consultant to join their growing team.
They are known for their independent approach, placing client needs at the centre of their decision-making, with a collaborative and client-focused culture, they provide the perfect environment for ambitious professionals looking to make a real impact in financial planning.
In this role, you will provide specialist financial advice to individuals, focusing on retirement planning, investments, and financial wellbeing.
Key Responsibilities: Deliver expert financial planning advice to individual clients, including pensions, investments, and wealth management.
Build and manage a strong portfolio of individual clients.
Support the delivery of member services for corporate clients.
Work towards and exceed commercial and financial targets.
Contribute to the development and mentorship of junior team members.
You will have: CFP (Certified Financial Planner) qualified or working towards.
Minimum 3 years in individual financial planning.
A deep understanding of financial, pension, and investment products.
Exceptional relationship management skills, with the ability to build long-term client trust.
A client-first mindset, focused on delivering outstanding financial solutions.
A strong team ethos, with a willingness to support and mentor junior colleagues.
For more information on this role please feel free to call contact Honor - all applications are in the strictest of confidence.
Skills: CFP Pensions Wealth Investments Planning Management Benefits: Pension 10% Health Car Allowance

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