Financial Consultant

Location:

South Dublin

Job Type:

Permanent / Full Time

Sector:

Life and Pensions

Salary:

€50,000 - €60,000 + commission

Our client, an established, busy Brokerage offering independent Financial Planning advice, is seeking an experienced Senior Financial Advisor / Financial Planner to join their highly professional and qualified team.
  
This successful applicant will inherit an impressive client book of Pension and Investment clients, along with access to the members of multiple Group Pension Schemes.

Responsibilities

  • Developing relations with Individual clients, providing regulation Financial Review meetings and offering them impartial financial advice
  • Providing continuous support and advice for existing book clients on a yearly basis
  • Working with the administration team to ensure all information is provided to the client in a timely fashion.
  • Provide financial planning support to clients.
  • Support investment professionals to cultivate client relationships.
  • Prepare financial plans and check their accuracy.

  
Qualifications

  • 5+ years in a similar Financial Planning position
  • Experienced and confident dealing with professional clients i.e. Business Owners and C-Suite individuals
  • QFA & RPA (CFP or progression towards same would be looked upon highly)
  • Strong understanding of the pensions and investment market
  • Excellent interpersonal skills
  • Proven ability to meet targets

HANNAH DUNN

Recruitment Resourcer

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