We are seeking a Financial Planning Specialist to join our advisory team in Ireland.
About the Role:
The successful candidate will provide clients with comprehensive financial planning solutions, including tailored investment plans and pensions management.
Key Responsibilities:
* Manage client portfolios and develop relationships with new and existing clients within the region.
* Identify financial planning needs and generate new business opportunities to achieve performance targets.
* Deliver high-quality advice and consultation services to meet clients' needs.
The ideal candidate will be fully qualified, experienced, and possess excellent communication skills.
Essential Requirements:
* Fully QFA and CPD compliant.
* Proven experience in financial planning and consultancy.
* Exceptional communication skills with strong phone and written communication abilities.