Financial Planning Consultant Location: Dublin (Waterford office option also available) About the Role Our client, the largest independently owned Brokerage in the world, is expanding through acquisitions and continued growth.
As a result, we are seeking Financial Planning Consultants to provide customer-focused financial planning advice to both individual and corporate clients.The role involves delivering tailored financial planning solutions for retirement planning, pensions, and broader financial wellbeing.
You will also help develop and grow a portfolio of clients, working across both group pension schemes and individual financial planning.This is a senior position reporting directly to the Head of Financial Planning.
Key ResponsibilitiesDeliver professional financial planning advice to individual and corporate clients.Manage and grow a strong client portfolio (corporate schemes, group pensions, and individuals).
Build and maintain long-term client relationships, acting as a trusted adviser.Translate complex financial products into clear, client-focused solutions.Mentor and assist in developing junior staff within the team.Represent our client in client meetings, presentations, and networking opportunities.
The Successful Candidate Will:Have at least 2 years' experience in financial services (individual and group pensions, financial advice).
Hold QFA status (CFP an advantage).
Demonstrate strong business development and relationship management skills.Be a self-starter with proven ability to meet commercial/financial targets.Show a strong understanding of financial, pension, and investment products.Possess excellent communication and interpersonal skills, with the ability to build client trust at a high level (accountants, trustees, advisers).
What We're Looking ForStrong people skills and the ability to deliver client-focused advice.Relevant experience in financial services, particularly financial planning and pensions.A passion for financial planning with ability to convert individual clients into corporate opportunities.A team player who can also work independently.A proactive and commercially minded professional.
The Opportunity Salary €75,000 - €90,000Benefits & Perks€8,000 car allowance10% employer pension contributionHealth coverDeath in service benefitCommission structureFlexibility with hybrid working: Monday and Wednesday in the Dublin or Waterford officeSupportive and growth-focused culture within a global leading independent brokerage