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Senior financial planner

Eirkoo
Financial planner
€60,000 - €80,000 a year
Posted: 19 July
Offer description

2 days ago Be among the first 25 applicants

This range is provided by Eirkoo. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.


Base pay range

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Associate Director | Recruiting Top Talent within Financial Planning & Wealth Management

A Credible Brokerage firm base in the Heart of Dublin City Centre are seeking experienced and qualified Financial Planners!

Salaries range from €60-90K Salary (DOE) + Commission & Bonus Potential (OTE c90-120K)

The Role:

* Providing solutions to new and existing clients based on their financial planning needs
* Advise on protection, savings & investments, pensions, and retirement planning needs
* Assessing the clients financial circumstances and carrying out risk assessments
* Carrying out fact-finds with clients in order to identify their financial goals
* Growing the client base through lead generation, referrals and sourcing of new business
* Building and maintaining long lasting relationships with clients
* Ensuring all internal policy/procedures and industry compliance regulations/standards are adhered to
* There is an expectation that the successful candidate will source new life, investment and pension business through commercial initiatives. Support can be provided
* Build and maintain strong relationships with clients
* Work to agreed targets and standards

About You:

* Experience working as a Financial Planner/Advisor (broker experience is an advantage)
* Must be a Qualified Financial Advisor (QFA). A Certified Financial Planner (CFP) is desirable
* Strong knowledge of the full suit of Financial Planning products e.g Life, Pensions and Investment products
* Solid understanding and knowledge of the Irish pension regulations and legislation
* Experience and knowledge of using cashflow modelling software is an advantage
* A positive working attitude with ability to work on own initiative
* Proven track record of meeting / exceeding sales targets
* Strong communication/presentation skills, both written and verbal.

The Offering:

* Death in Service
* Hybrid Working
* Family Leave
* Bonus / Commission
* Expenses


Seniority level

* Seniority level

Mid-Senior level


Employment type

* Employment type

Full-time


Job function

* Job function

Finance and Consulting

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