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Financial planning consultant

Morgan Mckinley
Planning consultant
€90,000 - €120,000 a year
Posted: 3 October
Offer description

Financial Planning Consultant
Dublin - 1 day in the office - Hybrid - Permanent

A leading Employee Benefits and Financial Services provider is seeking a
Financial Planning Consultant
to join their growing team. Due to recent acquisitions and strong organic growth, the business is experiencing a significant increase in individual clients and prospects who require high-quality financial planning support.

This is a senior role where you will be responsible for delivering
customer-focused financial planning advice
in relation to retirement planning and broader financial wellbeing. You will also play a key role in developing and growing a strong portfolio of individual clients while supporting the delivery of member services into corporate clients. The position reports directly to the
Head of Financial Planning
.

About You

We are looking for a driven, client-focused professional with proven success in financial planning advice and business development. You will bring strong technical knowledge, excellent interpersonal skills, and the ability to build long-lasting client relationships.

Key requirements include:

* Strong people skills and substantial experience in building client relationships
* Proven track record in providing financial planning advice to individual clients
* Solid experience across financial services, with a focus on individual advice and group employee benefits
* In-depth understanding of financial, pension, and investment products
* Ability to meet commercial and financial targets
* A collaborative approach with the ability to support and develop junior team members
* QFA qualification is essential; CFP status is highly desirable

What's on Offer

* The opportunity to join a dynamic and growing financial services business
* A senior position with direct impact on client relationships and business growth
* A collaborative culture that values client success and professional development

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