Senior Financial Planner
3 weeks ago
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:
- 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, pension, and investments
- Strong interpersonal and communication skills
- Proficiency in MS Office Systems
- Knowledge of WealthTrack and Voyant are an advantage
Benefits:
- Pension Contribution
- Death in Service
- Income Protection
- 25 Days Annual leave
- Hybrid Working
- Laptop
- 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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