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Financial Planning Specialist

2 weeks ago

Ireland 360 Search Full time

About the Job

As a Senior Financial Planner at 360 Search, you will play a critical role in shaping the financial futures of our clients.

With a focus on delivering exceptional service and building long-term relationships, you will work closely with clients to understand their financial goals and develop tailored solutions to achieve them.

Your expertise will be valued in staying ahead of industry trends and regulatory changes, ensuring our clients receive informed advice.

Key Responsibilities

  • Deliver expert financial advice that meets FCA standards.
  • Grow and manage client relationships, identifying opportunities for business growth.
  • Conduct thorough research and analysis to recommend financial solutions.
  • Develop and implement effective marketing strategies to attract new clients.
  • Maintain accurate client records and documentation.
  • Stay up-to-date with industry trends and regulatory changes.

The Ideal Candidate

We are seeking an experienced Senior Financial Planner who can demonstrate:

Extensive experience in financial advisory, with a proven track record of managing and growing client portfolios.

Excellent communication and interpersonal skills, with the ability to build trust and explain complex information clearly.

Strong organisational skills, with attention to detail and accuracy.

Deep knowledge of financial planning, including pensions, investments, tax-efficient strategies, and holistic planning.

A client-centric approach, prioritising strong, long-term relationships and exceptional service delivery.

Requirements

A minimum of QFA is required, along with in-depth knowledge of financial regulations, markets, and industry practices.

Strong leadership qualities and the ability to mentor junior advisors if required.

Proficient use of financial planning software and tools.

Benefits

We offer a comprehensive package, including commission, pension, group life assurance, and work from home options.