Company Description
Dempsey Financial Solutions, headquartered in Salthill, Galway, Ireland, is led by founder Padraic Dempsey, who brings over 25 years of expertise in banking, financial planning, and debt restructuring. Established in 2006, Dempsey Financial Solutions has been recognized for providing tailored financial advice and specializes in helping clients with corporate structures and self-administered pension vehicles. The firm's mission is to guide its clients toward achieving their financial goals through personalized and effective strategies.
Role Description
This is a full-time, on-site role located in Dublin for a Financial Planner. The Financial Planner will collaborate closely with clients to develop personalized financial plans and provide expert guidance on areas such as retirement planning, wealth management, and investment strategies. Key responsibilities include assessing financial situations, providing informed financial recommendations, and monitoring progress toward clients' financial goals. Additionally, the Financial Planner will stay up to date with financial regulations and market trends to ensure the best possible advice.
Qualifications
* Proficiency in Financial Planning and Personal Financial Planning
* Relevant certifications such as Certified Financial Planner
* Strong knowledge of Retirement Planning and comprehensive understanding of finance
* Excellent interpersonal and communication skills to build and maintain client relationships
* Detail-oriented, analytical mindset with a strong understanding of financial markets and regulatory requirements
* Bachelor's degree in Finance, Economics, Business, or a related field
* Previous experience in financial planning or related roles is preferred