About Us:
Rockwell is a dynamic and industry renowned Financial Planning business based in Dublin, dedicated to providing exceptional financial planning, wealth management and employee benefit services to our clients. We are committed to excellence, integrity, and innovation in all aspects of our business.
The Role:
We're seeking ambitious, motivated, client-focused people, from anywhere in Ireland, who are looking for the next step in their career to join our Financial Planning team.
We offer a “frictionless” client onboarding process which places technology at the centre of our proposition. We believe our Financial Planners should be spending their time in front of clients and not completing or chasing paperwork, so we built a system that does it all for you.
Financial Planner's at Rockwell:
1. Deliver expert, independent financial advice to a broad range of clients, guiding them toward their financial goals with tailored solutions.
2. Manage an established client portfolio while actively pursuing new business opportunities.
3. Shape financial plans that deliver results by utilising cashflow modelling software that allows clients to picture what their future looks like.
Your skills and attributes:
1. QFA qualified with ideally 2 years’ + experience in a similar role.
2. Excellent technical knowledge.
3. Strong communication abilities.
4. Track record of performance in meeting and exceeding agreed KPIs.
5. Ability to work unsupervised and be a team player.
6. Experience with Voyant software is an advantage but not essential.
Benefits:
Attractive bonus structure, work from home, pension, death in service, income protection, minimum 23 days annual leave, full financial support for further education.
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