Pensions and Investments Expert

3 days ago


Dublin, Dublin City, Ireland The Panel Group Full time

We are seeking a Pensions and Investments Expert to join our team at The Panel Group. In this role, you will be responsible for providing expert advice and guidance to our clients on pensions and investments.

Key Responsibilities:
  • Meet with new clients and conduct financial needs assessments
  • Develop and implement personalized financial plans
  • Conduct annual client reviews to ensure plan goals are being met

This is an excellent opportunity for a highly skilled and experienced professional to join a dynamic team and contribute to the success of the firm.



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