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Expert Financial Advisor

3 weeks ago

Ireland beBee Careers Full time
About the Role

We are seeking an experienced Senior Financial Planner to join our team.

The ideal candidate will have extensive experience in financial advisory, with a proven track record of managing and growing client portfolios.

Key Requirements:

  • High level of commercial awareness and the ability to identify opportunities for business growth.
  • Excellent communication and interpersonal skills, with the ability to build trust and explain complex information clearly.
  • Strong organisational skills, with a focus on accuracy and attention to detail.
  • Deep knowledge of financial planning, including pensions, investments, tax-efficient strategies, and holistic planning.
  • A client-centric approach, prioritising strong, long-term relationships and exceptional service delivery.