Financial Planner

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Job Description

Why work with this company?

You will become part one of Ireland’s leading and most reputable financial planning companies.

Who….

  • Values their staff
  • Offers flexibility to suit each individual’s lifestyle
  • Create opportunity for each person to be successful
  • Gives the option to work either locally or nationally
  • Offers extremely attractive salary

Role:

  • Meet with clients face to face to discuss their financial goals.
  • Give advice on aspects of pensions, life and investments products.
  • Analysing financial data from clients to develop approaches for meeting clients' financial goals.
  • Inform clients and answer questions about their options and potential risks.
  • Keep track of clients' accounts and establish if changes are needed to improve account performance or accommodate life changes.
  • Constantly building and maintaining your client base.

 

What you need?

  • QFA Qualification minimum, CFP Qualification preferable.
  • 3+ years’ experience in a similar role.
  • Proven track record of consistently meeting/exceeding targets.
  • Ability to generate own leads as well as work with a warm client base.
  • The want to drive and succeed in a busy customer facing role.
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