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Senior financial planning specialist

Nenagh
beBeeFinancial
Financial planner
Posted: 24 November
Offer description

Job Opportunity

A leading provider of professional services seeks an experienced Financial Consultant to join their advisory team in Ireland.

The ideal candidate will possess excellent communication skills and be able to work effectively in a sales environment.


Key Responsibilities:

* Develop comprehensive financial planning solutions, including tailored investment strategies, pensions, savings, and protection.
* Build strong client relationships, identify financial needs, and generate new business to achieve performance targets.
* Provide consistent, professional advice and consultation respecting clients' needs.


Requirements:

* Fully qualified with QFA and CPD compliance.
* Proven experience in similar roles.
* Excellent communication and interpersonal skills.
* Maintain positive working relationships with colleagues, management, and partners.

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