Lockton, Waterford, County Waterford, Ireland
Financial Planning Consultant – Head of Waterford Office Your Responsibilities The purpose of the Financial Planning Consultant – Head of Waterford Office is to manage the existing consultant team in Waterford with the aim of delivering client‑focused financial planning advice to individual clients in relation to their retirement planning and broader financial wellbeing; to develop and grow a strong portfolio of individual clients and support the delivery of member services to corporate clients and vice versa.
The role is a senior position and will report to the Head of Financial Planning.
Qualifications The successful candidate will need to have strong experience in delivering financial planning advice to individuals, a track record in meeting commercial/financial targets, be a self‑starter, and possess a strong business development capability.
We are looking for individuals with the following knowledge and skills:
Strong people skills and substantial experience in building client relationships
Relevant experience in financial services with a specific focus on individual financial advice and group employee benefits
A deep understanding of financial, pension and investment products
A passionate focus on delivering for our clients
A strong team ethos and ability to assist in leading and developing the consultant team in Waterford
The role holder will be required to have QFA status and ideally have CFP status
Seniority level Not Applicable
Employment type Full‑time
Job function Finance and Sales
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