Direct message the job poster from Axiom Consultants
About the Company: Working with Axiom Consultants, our client is looking to recruit a Senior Wealth Consultant. Your role involves direct communication with clients and external providers to clarify details for financial plans, identify opportunities, and contribute to client meetings. Additionally, you will prepare comprehensive reports outlining wealth and cashflow projections, personal financial goals, and advice to meet clients' objectives. This position requires active involvement in reviewing client plans, adapting to changes in circumstances, and recommending realignment strategies.
Responsibilities
* Directly consult with clients and external providers to clarify details for financial plans.
* Contribute to client meetings through the presentation of Voyant plans and live scenario builds.
* Prepare reports outlining wealth and cashflow projections, personal financial goals, and advice for clients.
* Ensure technical information used for client advice is up-to-date and accurate.
* Build and maintain working relationships with the wider Wealth Management team.
Requirements
* QFA Certified (at a minimum) or equivalent qualification satisfying the Minimum Competency Requirements of the Central Bank of Ireland.
* CFP part or fully certified (working toward this qualification is an advantage).
* Minimum 4+ years' experience in financial services with a thorough knowledge of financial planning.
* Strong technical knowledge of various financial planning products, services, and strategies, including legislative and tax implications.
* Ability to simplify complex concepts and apply skills and knowledge to achieve objectives.
* Strong numerical ability with high attention to detail.
* Excellent oral and written presentation and communication skills.
* Strong working knowledge of Voyant financial planning software is an advantage.
* Extensive knowledge of products in the Irish market for personal, family, and business protection, as well as pre- and post-retirement planning.
Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Administrative, Finance, and Consulting
Industries
* Banking, Financial Services, and Insurance
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