Job Description
Our client is seeking an experienced and ambitious CFP Qualified Financial Planner to join their expert team in providing holistic financial planning advice. Key Duties; Identify financial planning needs with clients of the firm 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 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 within life, pensiona and investments Strong interpersonal and communication skills Proficiency in MS Office Systems Knowledge of WealthTrack and Voyant are an advantage If you are interested, please send your CV to , otherwise for a confidential chat you can phone our office and ask for Nikki on Skills: CFP Financial Planning Retirement Planning Investments Client Relationship Management Benefits: Pension Life Cover Flexible Working Laptop Bonus