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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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