Financial Services Professional

2 weeks ago


Dublin, Dublin City, Ireland beBeeFinancial Full time €40,000 - €80,000
Job Summary

We are seeking a highly motivated and experienced Financial Planning Professional to join our team.

About the Role:
  • Meet, listen, and help clients understand and reach their goals as a trusted adviser.
  • Recommend and provide solutions to meet client's needs while developing lasting relationships.
Key Responsibilities:
  • Undertake a thorough review of the client's financial situation and goals.
  • Produce a comprehensive report detailing relevant information and recommendations.
  • Collaborate with the account management team to bring policies through the pipeline.
Requirements:
  • A background in financial advice is essential.
  • A Certified Financial Planner (CFP) qualification is desirable.
About Us:

We value diversity and inclusion and offer a range of initiatives to support your physical and mental health and wellbeing.

Benefits:

We offer flexible working arrangements to ensure a healthy work-life balance.



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