Strategic Financial Navigator

6 days ago

Cork, Cork, Ireland beBeeClient Full time €63,712 - €80,150
Job Description

We are seeking a skilled Client Portfolio Manager to join our Financial Planning team. As a key member of our close-knit group, you will play a crucial role in delivering advisory support to clients and guiding them through their financial journey.

Key Responsibilities
  • Building trusted relationships with clients and providing personalized financial advice.
  • Collaborating across teams to deliver joined-up advice that supports long-term financial wellbeing.
  • Contributing to key Financial Planning projects that shape the way we serve our clients and grow our offering.
  • Partnering with internal Retirement teams to deliver meaningful guidance to members approaching retirement.
Required Skills and Qualifications

To succeed in this role, you will need:

  • Proven experience as a paraplanner or financial advisor.
  • Must be QFA (Qualified Financial Advisor) & RPA (Retirement Planning Advisor) certified.
  • Strong organisational skills and the ability to follow a defined process meticulously.
  • Excellent teamwork capabilities and experience working in a collaborative environment.
Benefits

As a valued member of our team, you can expect:

  • A competitive salary and benefits package.
  • The opportunity to work in a dynamic and supportive environment.
  • Continuous professional development and training opportunities.
Others

We believe difference makes us stronger and are committed to fostering an inclusive work environment. We welcome applications from candidates who thrive on making real connections and understand the nuances of retirement planning.

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