Financial Planning Consultant

4 days ago

County Dublin, Ireland 360 Search Full time

360 Search are working alongside a highly reputable Brokerage with a strong foothold within the Irish Market as well as wider Global presence.
The company are seeking an experienced and driven Senior Financial Planning Consultant to join the team in Dublin.
In this role, you will be responsible for providing high-quality, personalized financial advice to individuals while actively developing and growing your client base.
A significant focus will be on offering pension, protection, and investment solutions that align with clients financial goals and needs.
This is an excellent opportunity for a seasoned financial advisor looking to advance in a dynamic, global environment with support for both professional and business growth.
Key Responsibilities: Client Advisory & Relationship Management: Provide expert financial planning advice, covering pension, protection, and investment services.
Conduct in-depth consultations to assess clients financial objectives, risk tolerance, and requirements, crafting tailored financial plans to meet these needs.
Build and manage long-term client relationships through regular review meetings and continuous portfolio optimization.
Business Development & Client Acquisition: Develop strategies to expand the client base within the pensions, protection, and investment sectors.
Identify and pursue new business opportunities through networking, referrals, and professional contacts.
Work collaboratively with internal teams to create and implement client acquisition campaigns and initiatives.
Market & Product Expertise: Maintain up-to-date knowledge of industry trends, financial products, and regulatory requirements within the financial services sector.
Educate clients on product options, market conditions, and investment strategies to support their financial planning decisions.
Stay informed on developments within pension schemes, life assurance products, and investment portfolios to ensure best-in-class advice.
Compliance & Professional Standards: Ensure all financial planning advice adheres to company policies, industry regulations, and compliance standards.
Maintain accurate and comprehensive client records and documentation in line with regulatory standards.
Participate in continuous professional development to enhance knowledge and maintain certifications as required.
Qualifications: Minimum of 5 years experience in financial planning, wealth management, or a similar advisory role.
The full QFA qualification is required at an absolute minimum.
Any further professional qualifications such as RPA, SIA, CFP are highly desirable.
Demonstrated expertise in pension, protection, and investment products.
Proven experience in business development and client acquisition in the financial services industry.
Strong interpersonal and communication skills, with the ability to build trust and deliver complex information effectively.
Benefits: Competitive base salary with performance-based incentives and bonuses.
Continuous professional development opportunities and support for further certifications.
Access to a broad range of resources and tools within a global brokerage setting.
Comprehensive benefits package.
Skills: Sales pensions Financial Advisor Financial Planning Investments Insurance

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