Our client, a Successful & Growing Financial Planning firm are seeking to bring on an Experienced and Ambitious CFP Qualified Financial Planner.
The Finanicial Planner will join our clients expert team in providing holistic financial planning advice to clients.
This is a rewarding & very flexible working opportunity for the right individual!
Key Duties
Identify financial planning needs with clients of the firm
Provide professional and best advice according to client’s needs
Make recommendations and provide solutions to client’s requirements
Ensure client meetings are conducted in a timely efficient manner
Work towards agreed business targets
Maintain and develop relationships with clients
Requirements
Must be CFP qualified or nearly qualified
5+ years’ experience in financial planning and advising on Irish products
Strong knowledge within life, pensions, and investments
Strong interpersonal and communication skills
Proficiency in MS Office Systems
Knowledge of WealthTrack and Voyant are an advantage
Pension Contribution, Death in Service, Income Protection, 25 Days Annual leave, Hybrid Working, Laptop, Bonus /Commission and more!
#J-18808-Ljbffr