Who we are
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance.
We are an organisation of consultative advisors and problem solvers.
We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.
To learn more, please visit: the role
We are recruiting for a Private Clients Consultant to meet, listen and help clients understand and reach their goals.
Be a trusted adviser to full financial planning clients and clients who want an initial primary advice service.
Overview of dutiesHave a solid understanding of pensions and wealth management and apply this knowledge with internal and external stakeholdersBe a trusted adviser to our clientsRecommend and provide solutions to meet client's needs while also developing lasting relationshipsUndertaking a full review of the client's financial needs and goalsProducing a comprehensive report detailing relevant fact-finding information and recommendation based on clients' goalsClear and concise file notes and hand over to the Private Client Account management team who will bring policies through pipelineWork alongside the sales and marketing team to deliver effective and engaging marketing activities/communications for clientsDeliver Financial Wellness seminars to employees of our corporate partnersManage internal and external relationships to drive referral networkBuild relationships and awareness of Financial Planning within NFPRequired to meet conversion and new business Person specificationKnowledge, skills and abilities:Excellent communication and interpersonal skills, and self-motivatedStrong organisational skills, the ability to manage time and to manage projects of various sizes successfullyAbility to work effectively as part of a dynamic team, and to manage key stakeholder relationships both internally and externallyEducation and experience:Background in financial advice - QFA essentialCFP desirable or commitment to complete CFP imminently Key information: Location: Galway
If this sounds like something in which you are interested, please apply or contact Lucy Reed for further information. NFP and You...
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