Financial Services Advisor

3 days ago


Dublin, Dublin City, Ireland Axiom Consultants Full time

Axiom Consultants is a leading provider of wealth solutions to clients nationwide. We are currently seeking an experienced Financial Services Advisor to join our team.

Job Description

The successful candidate will be responsible for preparing client plans, inputting and modelling data in the Voyant system to develop cashflow models and net worth projections.

  • Maintenance and operation of tracking solutions used to monitor planning activity and delivery timelines.
  • Management of financial planning engagements, including PMs and stakeholders agreement to produce a plan and adherence to onboarding protocols.
  • Attendance at meetings and recording of all meeting notes.

The ideal candidate will have strong knowledge of financial needs analysis software and market intelligence software, as well as digital literacy skills, including proficiency in LinkedIn, MS Office and Powerpoint.


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