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Career Advisor

2 weeks ago

Dublin, Dublin City, Ireland beBeeCareer Full time €45,000 - €73,000
Financial Planning Consultant Role

Overview: A career in financial planning involves guiding individuals through cash flow modeling and investment decisions to achieve their long-term financial goals.

  1. Job Description: In this role, you will work closely with clients to provide tailored financial advice on retirement planning, investments, and other areas of financial planning. You will also be responsible for managing client relationships, generating leads, and developing new business opportunities through internal and external channels.
  2. Key Responsibilities:
    • Meeting with clients to discuss their financial needs and goals
    • Providing financial advice and guidance to clients on a range of topics including retirement planning, investments, and estate planning
    • Managing client relationships and ensuring high levels of customer satisfaction
    • Generating leads and developing new business opportunities
  3. Skills and Qualifications:
    • Previous experience in financial planning or a related field is essential
    • Strong communication and interpersonal skills are required to build and maintain strong client relationships
    • Ability to work independently and as part of a team to achieve sales targets and contribute to the overall success of the team
  4. Benefits:
    • Competitive salary and bonus structure
    • Comprehensive benefits package including pension scheme, healthcare allowance, life assurance, and other benefits
    • Opportunities for professional development and career advancement
  5. Company Culture: Our company values innovation, inclusivity, and diversity, and we are committed to creating a workplace that is supportive and empowering for all employees. We offer a range of benefits and perks to support your wellbeing and work-life balance, including two global wellbeing days per year.