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Senior Financial Planner

2 weeks ago

Dublin, Dublin City, Ireland beBee Careers Full time

Job Description

We are seeking a Senior Financial Planner to provide expert financial guidance and advice to clients. The ideal candidate will have a strong background in investments, pensions, protection, and savings products.

  • The role involves working with clients to assess their financial circumstances and determine their requirements.
  • Developing and implementing personalized financial plans to meet client goals.
  • Providing ongoing support and advice to ensure clients achieve their financial objectives.

Required Skills and Qualifications

To be successful in this role, you will need:

  • A QFA designation and 5+ years of experience in the financial services industry.
  • Expert knowledge of investments, pensions, protection, and savings products.
  • A proactive approach to developing client relationships.
  • Results-driven and objective-focused with a high degree of initiative.