Financial Planning Specialist

2 weeks ago

Dublin, Dublin City, Ireland beBeeFinancialPlanning Full time €80,000 - €150,000
Job Title: Financial Planning Specialist

We are seeking a highly skilled and motivated Financial Planning Specialist to join our team. This is an exciting opportunity for someone who wants to make a real impact in the financial services industry.

As a Financial Planning Specialist, you will work closely with customers to understand their financial needs and provide expert advice on a range of financial products. You will also be responsible for building and maintaining relationships with key stakeholders, including business partners and colleagues.

Key Responsibilities:
• Provide financial planning advice to customers
• Build and maintain relationships with key stakeholders
• Work closely with cross-functional teams to achieve business goals
• Develop and implement plans to increase sales and revenue

Required Skills and Qualifications:
• Fully qualified financial advisor (QFA) certification
• 2+ years of experience in financial services or a related field
• Strong knowledge of financial products and services
• Excellent communication and interpersonal skills
• Ability to work in a fast-paced environment and prioritize multiple tasks

Benefits:
• Competitive salary and bonus structure
• Comprehensive benefits package, including health insurance and retirement plan
• Opportunities for career growth and professional development
• Collaborative and dynamic work environment

What We Offer:
• A chance to work with a leading financial institution
• The opportunity to make a real difference in the lives of our customers
• A supportive and inclusive work environment
• Access to ongoing training and development opportunities

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