Expert in Financial Planning

5 days ago

Dublin, Dublin City, Ireland beBeeFinancial Full time €40,000 - €80,000
Financial Planning Expert

We are seeking a highly skilled Financial Planning Expert to join our team. This role will involve providing expert advice on pensions, life cover, savings, and investments to clients.

Main Responsibilities:

  • Meet with new and existing clients to assess their financial planning needs
  • Provide in-depth analysis of client situations and recommend suitable financial solutions
  • Prepare and present personalized financial planning proposals tailored to individual client goals
  • Maintain up-to-date knowledge of industry products and regulations
  • Proactively manage and develop a portfolio of clients
  • Identify new business opportunities and contribute to the growth of the organization
  • Maintain accurate records and ensure advice is always in line with regulatory standards
  • Support client retention and referrals through exceptional service delivery

Requirements:

  • QFA qualified with at least 2 years of advisory experience
  • Deep knowledge of pension, investment, and protection products
  • Excellent communication and relationship-building skills
  • Proven ability to meet client needs and achieve business targets
  • High level of personal integrity and professionalism
  • Strong organizational and administrative skills
  • Client-focused approach and commercial awareness
  • Proficiency in Microsoft Office and CRM systems

Benefits:

Full Time Permanent Contract – 37.5 hours per week

Salary & Benefits: On Application

How to Apply:

Please submit your CV for consideration.

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