About NFP
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organisation of consultative advisors and problem solvers, helping companies and individuals address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.
To learn more about our services, please visit: https://www.nfpireland.ie.
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About the Role
We are recruiting for a Private Clients Consultant to meet, listen and help clients understand and reach their goals. As a trusted adviser, you will work with full financial planning clients and those seeking initial primary advice services.
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Key Responsibilities
* Apply your knowledge of pensions and wealth management to advise internal and external stakeholders.
* Build lasting relationships with clients by providing tailored solutions that meet their needs.
* Undertake comprehensive reviews of client financial needs and goals, producing detailed reports and recommendations.
* Maintain clear and concise file notes, ensuring seamless handovers to the Private Client Account management team.
* Collaborate with sales and marketing teams to deliver engaging marketing activities and communications.
* Develop and deliver Financial Wellness seminars for employees of our corporate partners.
* Foster internal and external relationships to drive referral networks and promote Financial Planning within NFP.
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Requirements
* Excellent communication and interpersonal skills, with a self-motivated approach.
* Strong organisational skills, including time management and project coordination.
* Able to work effectively within a dynamic team and manage key stakeholder relationships both internally and externally.
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Qualifications and Experience
* Background in financial advice - QFA essential.
* CFP desirable or commitment to complete CFP imminently.