Financial Planning Consultant
About Your New Employer
Join a leading consultancy with a strong reputation for client-centric advice in the Financial Planning sector.
Be part of a collaborative, high-performing team that values continuous learning and professional development.
Work in an engaging environment where your expertise is recognised and your growth is supported through further education and skills development.
About Your New Job
As a Consultant, you will provide new business consultancy to prospective clients on a range of pre- and post-retirement products, protections, and pensions.
You will meet clients, generate leads, and deliver tailored advice to both new and existing client bases.
You will manage and build strong client relationships, develop new business opportunities through internal and external channels, and contribute to local projects that enhance the team’s proposition.
You will represent the company at client sites, conferences, and promotional events, and attend 1-1 Employee Benefits clinics and Trustee/pension committee meetings as required.
You will work towards agreed targets and team-based goals, always adhering to company policies and procedures.
What Skills You Need
Minimum QFA qualification; MIIPM, AIIPM, CFP, QPT, or PTP preferred.
Strong desire to learn and grow in the role, including a willingness to complete further education such as PMI APA.
Excellent organisational and communication skills.
Ability to represent the company professionally on client sites and at industry events.
Flexibility to travel to client sites and events as required (locations: Cork, Limerick, Waterford – office to be confirmed based on your home location).
What’s on Offer
Competitive salary and benefits package.
Opportunities for further education and professional development.
Supportive team culture with a focus on high-quality, client-centric advice.
Flexible office location based on your home, with travel agreed in advance.
What’s Next
Apply now by clicking the “Apply Now" button or call me, Marie O\'Driscoll on 021-4847133. If the job isn’t quite right but you are looking for something similar, please get in touch. We also have multiple Temp, FTC, and Contract jobs available.
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