Financial Planning Consultant Job In Dublin

Financial Planning Advisor

Seeking a proactive and commercially aware individual to provide holistic financial planning to individuals, high-net-worth individuals, and corporate organisations.

Mercer is a global consulting leader in talent, rewards, and employment, transforming the world of work.

• Provide detailed advice to individuals on their financial affairs and identify solutions for their portfolio of clients.
• Develop relationships with existing corporate clients and provide expert financial planning advice to employees.
• Generate new business opportunities and deliver presentations to employees on retirement planning and financial education.
• Maintain a detailed sales pipeline and keep accurate records of meetings and advice process.

Key requirements:

• Proven experience in providing financial planning advice to individuals.
• Deep understanding of pensions and investments, including relevant technical qualifications or knowledge.
• Driven, opportunistic, and commercially aware individual with an appetite for reaching sales goals.
• Excellent communication and presentation skills.

Mercer offers a highly regarded and competitive package, including a competitive salary, up to 12% pension contribution, and flexible working arrangements.