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Financial planner

Dempsey Financial Solutions
Financial planner
Posted: 18 November
Offer description

Company DescriptionDempsey Financial Solutions, headquartered in Salthill, Galway, Ireland, is led by founder Padraic Dempsey, who brings over 25 years of expertise in banking, financial planning, and debt restructuring. Established in 2006, Dempsey Financial Solutions has been recognized for providing tailored financial advice and specializes in helping clients with corporate structures and self-administered pension vehicles. The firm's mission is to guide its clients toward achieving their financial goals through personalized and effective strategies.Role DescriptionThis is a full-time, on-site role located in Dublin for a Financial Planner. The Financial Planner will collaborate closely with clients to develop personalized financial plans and provide expert guidance on areas such as retirement planning, wealth management, and investment strategies. Key responsibilities include assessing financial situations, providing informed financial recommendations, and monitoring progress toward clients' financial goals. Additionally, the Financial Planner will stay up to date with financial regulations and market trends to ensure the best possible advice.QualificationsProficiency in Financial Planning and Personal Financial PlanningRelevant certifications such as Certified Financial PlannerStrong knowledge of Retirement Planning and comprehensive understanding of financeExcellent interpersonal and communication skills to build and maintain client relationshipsDetail-oriented, analytical mindset with a strong understanding of financial markets and regulatory requirementsBachelor's degree in Finance, Economics, Business, or a related fieldPrevious experience in financial planning or related roles is preferred

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