Financial Planning Professional
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This is an excellent opportunity to work with a motivated and client-focused individual who has a strong understanding of pensions, protection, savings, and investment solutions.
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* Meet with new and existing clients to assess their financial planning needs.
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* Provide expert advice on pensions, life cover, savings, and investments.
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* Prepare and present financial planning proposals tailored to individual client goals.
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* Maintain strong knowledge of industry products and regulations.
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* Proactively manage and develop a portfolio of clients.
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* Identify new business opportunities and contribute to the growth of the organization.
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* Maintain compliant records and ensure advice is always in line with regulatory standards.
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* Support client retention and referrals through exceptional service delivery.
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The ideal candidate will be QFA qualified with at least 2 years of advisory experience, have deep knowledge of pension, investment, and protection products, and possess excellent interpersonal and relationship-building skills.
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Required Skills and Qualifications:
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* QFA qualification.
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* Third Level Qualification desirable.
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* Full Driver's Licence required.
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Benefits:
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* Full Time Permanent Contract – 37.5 hours per week.
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* Salary & Benefits: On Application.
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Additional Information:
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* Shortlisting will apply.
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