We are seeking an experienced Financial Planning Associate Director to join our team. This role requires a deep understanding of insurance solutions in the Irish market and the ability to identify suitable insurance cover for private clients.
Job Description
The successful candidate will be responsible for liaising with Private Client Advisers to identify client needs, reviewing financial plans to ensure high quality advice, and conducting market reviews to recommend suitable policies.
Responsibilities:
* Liaise with Private Client Advisers to identify client needs
* Review detailed financial plans prepared by members of the Financial Planning team
* Conduct market reviews of most suitable insurance policies in the market
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