Working with Axiom Consultants, our client is looking to recruit a Wealth Consultant/Advisor. As a Wealth Consultant/Advisor, you will collaborate closely with Private Client Advisers to analyse and evaluate scenarios based on clients’ needs and objectives, utilising Voyant financial planning software.
Your role involves direct communication with clients and external providers to clarify details for financial plans, identify opportunities, and contribute to client meetings through the presentation of Voyant plans. Additionally, you will prepare comprehensive reports outlining wealth and cashflow projections, personal financial goals, and advice to meet clients’ objectives. The position requires active involvement in reviewing client plans, adapting to changes in circumstances, and recommending realignment strategies.
Furthermore, you will assist in briefing the wider Wealth Management team on legislative and technical changes, ensuring the accuracy of technical information used in client advice.
Responsibilities:
* Collaborate closely with Private Client Advisers to construct and assess scenarios using Voyant financial planning software.
* Directly consult with clients and external providers to clarify details for financial plans.
* Identify and communicate additional opportunities to Private Client Advisers for clients.
* Contribute to client meetings through the presentation of Voyant plans and live scenario builds.
* Prepare reports outlining wealth and cashflow projections, personal financial goals, and advice for clients.
* Assist in briefing the wider Wealth Management team on legislative and technical changes.
* Ensure technical information used for client advice is up-to-date and accurate.
* Collaborate closely with existing financial planners to manage priorities and timely delivery of financial plans.
* Build and maintain working relationships with the wider Wealth Management team.
Requirements:
* QFA Certified (at a minimum) or equivalent qualification satisfying the Minimum Competency Requirements of the Central Bank of Ireland.
* CFP part or fully certified (working toward this qualification is an advantage).
* Minimum 3+ years’ experience in financial services with a thorough knowledge of financial planning.
* Strong technical knowledge of various financial planning products, services, and strategies, including legislative and tax implications.
* Ability to simplify complex concepts and apply skills and knowledge to achieve objectives.
* Strong numerical ability with high attention to detail.
* Excellent oral and written presentation and communication skills.
* Strong working knowledge of Voyant financial planning software is an advantage.
* Extensive knowledge of products in the Irish market for personal, family, and business protection, as well as pre- and post-retirement planning.
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