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Job Description
A CFP Qualified Financial Planner is sought to provide holistic financial planning advice to clients. Key responsibilities include identifying financial planning needs, providing professional advice, and maintaining client relationships.
- Key Responsibilities:
- Identify financial planning needs with clients
- Provide professional and best advice according to clients' needs
- Make recommendations and provide solutions to clients' requirements
- Ensure client meetings are conducted in a timely and efficient manner
- Work towards agreed business targets
- Maintain and develop relationships with clients
Requirements:
- Must be CFP Qualified
- 5+ years experience in financial planning and advising on Irish products
- Strong knowledge of life, pensions, and investments
- Strong interpersonal and communication skills
- Proficiency in MS Office Systems
- Knowledge of WealthTrack and Voyant is an advantage