Financial Planning Specialist
We are seeking a skilled individual to join our Private Wealth Team with the role based in either Cork or Dublin.
The Private Wealth Team delivers comprehensive financial planning to individuals and corporate organisations for fee and/or commission.
The advice ranges from pension planning for retirement to recommending suitable life assurance and selecting the most appropriate ARF, annuity, savings, or investment arrangement for their funds.
* Advise clients on all aspects of managing their wealth and related financial planning needs
* Develop relationships with existing corporate clients and provide expert financial planning advice to employees
* Develop relationships with existing individual clients and provide ongoing advice
* Identify new business opportunities including sourcing new clients from external channels
* Deliver presentations to employees on retirement planning and financial education
* Meet sales and revenue targets
The Financial Planning Specialist role involves providing detailed advice to clients on their financial affairs and will leverage technical knowledge to identify solutions for client portfolios.