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Job Description
Join our client's expert team as a CFP Qualified Financial Planner, providing holistic financial planning advice to clients.
- Identify clients' financial planning needs
- Provide professional advice and make recommendations
- Conduct timely and efficient client meetings
- Maintain and develop relationships with clients
Requirements
- CFP Qualification
- 5+ years experience in financial planning and Irish product advising
- Strong knowledge of life, pensions, and investments
- Excellent interpersonal and communication skills
- Proficiency in MS Office Systems
- Bonus points for knowledge of WealthTrack and Voyant
Benefits
- Pension
- Life Cover
- Flexible Working
- Laptop
- Bonus
Must have: CFP Qualification, 5+ years experience in financial planning, strong knowledge of life, pensions, and investments, excellent communication skills, and proficiency in MS Office Systems.
Desirable: Knowledge of WealthTrack and Voyant.
Flexible working, laptop, pension, life cover, and bonus.