Expert Financial Planner

3 days ago


Dublin, Dublin City, Ireland beBeeFinancialPlanning Full time €55,000 - €75,000
Financial Planning Expert

We're seeking a seasoned professional to join our wealth and financial planning team as a Financial Planning Expert. As a key member of the team, you will be responsible for providing expert advice to clients and helping them achieve their financial goals.

Key Responsibilities
  • Provide personalized financial planning services to clients, including needs analysis and goal-based planning
  • Develop and implement tailored investment strategies to meet client objectives
  • Conduct regular reviews and updates to ensure clients' plans remain on track
Requirements
  • Minimum 3 years of experience in financial planning or a related field
  • Strong knowledge of financial products and services, including investments, pensions, and insurance
  • Excellent communication and interpersonal skills
  • Ability to work effectively in a fast-paced environment and prioritize tasks accordingly
Benefits

We offer a competitive compensation package, including a base salary, bonuses, and comprehensive benefits. Our benefits include:

  • A matched employer pension contribution scheme
  • Life assurance and group income protection
  • Lifestyle discounts with well-known brands
About Us

Our organization is a leading provider of financial planning and wealth management services. We have a strong reputation for delivering high-quality services to our clients and are committed to helping them achieve their financial goals.


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