Financial Planning Consultant

2 days ago


Dublin, Dublin City, Ireland The Panel Group Full time

About The Job

We are seeking an experienced Financial Advisor to join our established team at The Panel Group. As a Financial Advisor, you will be responsible for meeting with new clients and guiding them through the financial planning process.

Your Responsibilities

  • Meet with new clients to identify their needs and opportunities for new business.
  • Conduct annual client reviews to ensure optimal investment strategies are in place.
  • Liaise with sector specialists and other advisors within the firm to provide comprehensive services to clients.
  • Manage referrals from existing clients to grow the business.

What We Offer

  • A competitive salary and benefits package.
  • Ongoing training and development opportunities.
  • The opportunity to work with a reputable and established firm in the financial industry.

Requirements

  • Hold a QFA qualification and have at least 3 years of direct experience in financial planning.
  • Possess strong Life and Pensions knowledge and excellent communication skills, both written and verbal.
  • Be able to work independently as well as collaborate effectively with the team.
  • Have proficiency in Microsoft Office Suite.

Benefits:

  • Group Life Assurance
  • Medical Aid/Health Care
  • Laptop
  • Pension Fund
  • Performance Bonus


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