Pension and Investment Consultant

2 days ago


Dublin, Dublin City, Ireland Abrivia Full time

Abrivia seeks a talented Pension and Investment Consultant to enhance their Employee Benefits division. As a key player in this team, you will contribute to the company's mission by offering tailored financial planning services to individuals.

In this role, your key responsibilities will include:

  • Providing bespoke financial planning advice to individual clients, encompassing pension, investment, and wealth management strategies.
  • Nurturing and expanding a diverse portfolio of individual clients.
  • Collaborating with the team to deliver exceptional member services for corporate clients.
  • Fostering a culture of excellence, striving to meet and exceed commercial and financial targets.
  • Mentoring junior team members, promoting knowledge sharing and collaboration within the team.

To excel in this position, you should possess:

  • CFP (Certified Financial Planner) certification or be actively working towards it.
  • A minimum of 5 years of experience in a Financial Planning Division, with a minimum of 3 years of experience in consulting.
  • In-depth knowledge of financial, pension, and investment products.
  • Solid communication and interpersonal skills, enabling effective relationship-building with clients.
  • A customer-centric approach, dedicated to delivering exceptional financial outcomes.
  • A team-oriented mindset, willing to collaborate and support junior colleagues.

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