Our client, a thriving Finanical Planning Brokerage firm are seeking an experienced and ambitious Qualified Financial Planner to join their expert team in providing holistic financial planning advice!
This is a very flexible working role, requiring you in office only 1 day per week.
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 or wokring towards 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 Benefits; Pension Contrbution 25 Days Annual Leave Bonus Income Protection Death in Service Flexible Working Laptop 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 RPA Financial Planning Voyant Finanical Advising Retirement Planning Client Relationship Management Benefits: Work From Home Pension Life Cover Flexible Working Laptop Bonus