Senior Financial Planner

1 week ago

Ennis, Clare, Ireland beBeeExpert Full time €60,000 - €80,000
Job Overview

Financial Planning Expert

We are seeking an experienced Financial Planning Expert to join our team. The ideal candidate will have a proven track record in providing comprehensive financial planning solutions, including tailored investment solutions, pensions, savings, and protection.

The successful candidate will manage an existing portfolio of clients and develop client relationships with new and existing clients within the region. They will identify financial planning needs and generate new business with existing and potential clients to achieve performance targets.

The role requires delivering a consistent, high level of professional advice and consultation with respect to clients' needs. The candidate must be able to undertake in-depth evaluations of a client's financial situation, current provisions, future goals, and risk attitude while conducting a comprehensive fact-find with clients to discover their needs and objectives.

Key Responsibilities
  • Contribute to the continuous improvement of administrative processes through feedback and cooperation with support staff.
  • Maintaining professional development and accreditation through tutorials and seminars.
  • Reporting to management and support staff on activities, business targets, and meetings undertaken.
  • Keep up-to-date with financial products and legislation.
  • Keep line managers/directors updated on operational issues.
  • Achieve or exceed agreed business targets and meet business compliance standards and requirements.
Essential Requirements
  • Candidate must be fully QFA and CPD compliant.
  • Proven experience in a similar role.
  • Communicates effectively and openly, with exceptional phone and written communication skills.
  • Actively seeks out possibilities to learn, improve, and develop themselves, as well as practical opportunities for the company's growth.
  • Is accountable for maintaining positive working relationships with coworkers, management, and business partners.
  • Performs well and takes initiative to attain positive outcomes and goals.
  • Team player that maintains positive working connections with coworkers, management, and business associates.
  • Experience of working in a sales role within a brokerage or similar background would be a distinct advantage to your application.

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