Senior Financial Planner

3 weeks ago


Dublin, Dublin City, Ireland Eirkoo Full time

Our client is seeking an Experienced and Ambitious CFP Qualified Financial Planner to join their expert team in providing holistic financial planning advice.

This is a rewarding & very flexible working opportunity for the right individual

Key Duties:

  1. Identify financial planning needs with clients of the firm
  2. Provide professional and best advice according to client's needs
  3. Make recommendations and provide solutions to client's requirements
  4. Ensure client meetings are conducted in a timely efficient manner
  5. Work towards agreed business targets
  6. Maintain and develop relationships with clients

Requirements:

  1. Must be CFP qualified or working towards
  2. 5+ years' experience in financial planning and advising on Irish products
  3. Strong knowledge within life, pension, and investments
  4. Strong interpersonal and communication skills
  5. Proficiency in MS Office Systems
  6. Knowledge of WealthTrack and Voyant are an advantage

Benefits:

  1. Pension Contribution
  2. Death in Service
  3. Income Protection
  4. 25 Days Annual leave
  5. Hybrid Working
  6. Laptop
  7. Bonus / Commission

If you are interested, please send your CV. For a confidential chat, you can phone our office and ask for Nikki.

Skills:
CFP, Financial Planning, Retirement Planning, Investments, Voyant, Wealthtrack, Client Relationship Management

Benefits:
Pension, Life Cover, Flexible Working, Laptop, Bonus

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