Senior Financial Services Specialist

5 days ago


Dublin, Dublin City, Ireland beBeeConsultant Full time €45,000 - €55,000
Financial Planning Sales Consultant

This is a career-defining opportunity to support the growth of our wealth & financial planning team in delivering exceptional client experiences.

Key Responsibilities:
  • Develop and maintain strong, lasting relationships with clients
  • Provide expert advice and solutions to meet client needs while driving business growth
  • Conduct comprehensive reviews of clients' financial situations and goals
  • Prepare detailed reports outlining relevant findings and recommendations
  • Maintain accurate and concise file notes for seamless handovers
  • Collaborate with sales and marketing teams to develop engaging client communications
  • Deliver informative seminars on financial wellness to corporate partners' employees
  • Build and leverage internal and external relationships to drive referral networks
About This Role:

This role offers a dynamic and fast-paced environment in an exciting industry, with opportunities for growth from day one. You will learn from industry specialists with decades of experience, work on a variety of projects, and benefit from a rich suite of employee benefits and perks.



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