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Long term wealth strategist

Tullamore
beBeeplanner
Posted: 23 January
Offer description

Financial Planner Job Description


About Your New Role:



All applicants are encouraged to read the complete job description before applying. They support clients in taking control of their finances through tailored, long-term financial planning, underpinned by strong governance, technology, and adviser support.

* The business offers a collaborative environment where Financial Planners are empowered to build lasting client relationships and grow sustainable portfolios.
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About The Position


This role offers the opportunity to manage and grow a portfolio of clients while delivering high-quality advice across protection investments pensions and broader financial planning needs You will focus on building trusted relationships identifying new business opportunities locally working closely with internal teams ensuring an excellent client experience from initial engagement through ongoing reviews What Skills Do I Need Experience working as a Financial Planner within the Irish market Strong knowledge of financial solutions A first approach proven ability to build retain long term reliable partnerships Ability generate referrals professional networks self sourced opportunities Whats On Offer Competitive base salary attractive commission structure Flexible work arrangements Opportunity join well-established team Growing career development options potential enhance skills responsibilities.

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