Senior Financial Advisor

2 weeks ago

Dublin, Dublin City, Ireland beBeeInvestments Full time €60,000 - €80,000

Financial Planning Consultant Job Opportunity

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This role presents an exciting chance for a skilled Financial Planning Consultant to join a growing team in the wealth and employee benefits division. The firm is renowned for its independent approach, prioritizing client needs in their decision-making process.

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The ideal candidate will provide expert financial advice to individuals, focusing on retirement planning, investments, and financial wellbeing. Key responsibilities include:

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  • Delivering specialist financial planning advice to individual clients, encompassing pensions, investments, and wealth management.">
  • Building and managing a strong portfolio of individual clients.">
  • Supporting the delivery of member services for corporate clients.">
  • Working towards and exceeding commercial and financial targets.">
  • Contributing to the development and mentorship of junior team members.">
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Required skills and qualifications include:

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  • CFP (Certified Financial Planner) qualified or working towards.">
  • Minimum 3 years in individual financial planning.">
  • A deep understanding of financial, pension, and investment products.">
  • Exceptional relationship management skills, with the ability to build long-term client trust.">
  • A client-first mindset, focused on delivering outstanding financial solutions.">
  • A strong team ethos, with a willingness to support and mentor junior colleagues.">
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Benefits include:

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  • Pension: 10%">
  • Health Car Allowance">

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