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Associate Director | Recruiting Top Talent within Financial Planning & Wealth Management
Our client, a successful & growing financial planning firm, is seeking to hire an experienced and ambitious CFP-qualified Financial Planner.
The Financial Planner will join our client's expert team to provide holistic financial planning advice to clients.
This is a rewarding and very flexible working opportunity for the right individual!
Key Duties:
* Identify financial planning needs with clients of the firm
* Provide professional and tailored advice according to client needs
* Make recommendations and provide solutions to client requirements
* Ensure client meetings are conducted in a timely and efficient manner
* Work towards agreed business targets
* Maintain and develop relationships with clients
Requirements:
* Must be CFP qualified or working towards it
* 5+ years’ experience in financial planning and advising on Irish products
* Strong knowledge of life, pensions, and investments
* Strong interpersonal and communication skills
* Proficiency in MS Office systems
* Knowledge of WealthTrack and Voyant is an advantage
Benefits include pension contribution, death in service, income protection, 25 days annual leave, hybrid working, laptop, bonus/commission, and more!
If interested, please send your CV to nmccabe@eirkoo.ie. For a confidential chat, call our office and ask for Nikki at 01 699 1200.
Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Consulting, Finance, and Strategy/Planning
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