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Client Services Advisor

1 week ago

Galway, Galway, Ireland NFP, an Aon company (Europe) Full time

NFP, an Aon company (Europe), is looking for a skilled Client Services Advisor to join our team. As a key member of our team, you will be responsible for building relationships and awareness of Financial Planning within NFP, managing internal and external relationships to drive referral networks, and working effectively as part of a dynamic team.

Responsibilities include:

  • Delivering Financial Wellness seminars to employees of our corporate partners.
  • Producing comprehensive reports detailing relevant fact-finding information and recommendations based on clients' goals.
  • Managing clear and concise file notes and handing over to the Private Client Account management team.

Person specification:

You should have excellent communication and interpersonal skills, self-motivation, strong organisational skills, and the ability to work effectively as part of a dynamic team. A background in financial advice, QFA essential, and CFP desirable or a commitment to complete CFP imminently is also required.