Job Description
Financial Planning Consultants sought to provide solutions to clients based on their financial planning needs, advising on protection, savings, investments, pensions, and retirement planning.
Search Talent is excited to offer a range of opportunities for Financial Planning advisors and Wealth Management Specialists. Our clients are looking for experienced financial advisors to join a growing Financial Planning & Wealth Management Teams in the Irish market.
The ideal candidate will have a minimum of 2 years' experience working as a Financial Planner/Advisor within the financial services industry, with a strong knowledge of Life, Pensions and Investment products. They will also have a solid understanding and knowledge of the Irish pension regulations and legislation.
The successful candidate will work as part of a team of financial planning consultants, providing solutions to new and existing clients based on their financial planning needs. They will advise on protection, savings, investments, pensions, and retirement planning needs for both PAYE & self-employed clients.
The key responsibilities of the role include:
- Providing solutions to new and existing clients based on their financial planning needs.
- Assessing the clients' financial circumstances/risk assessments.
- Carrying out a thorough fact-find with clients in order to identify their financial goals/objectives.
- Growing the client base through lead generation, referrals and sourcing of new business.
- Building and maintaining long-lasting relationships with clients.
The ideal candidate will have:
- Minimum 2 years' experience working as a Financial Planner/Advisor within the financial services industry (broker experience is an advantage).
- Must be a Qualified Financial Advisor (QFA). A Certified Financial Planner (CFP) is desirable.
- Strong knowledge of Life, Pensions and Investment products.
- Solid understanding and knowledge of the Irish pension regulations and legislation.
- A positive working attitude with ability to work on own initiative.
- Proven track record of meeting targets.
- Strong communication/presentation skills, both written and verbal.
- Strong organisational skills, the ability to manage time and to manage projects of various sizes successfully, when required.
- Ability to work effectively as part of a dynamic team, and to manage key stakeholder relationships both internally and externally.
Excellent basic salaries plus commission and benefits are on offer.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Financial Services and Insurance