We are recruiting for a Private Client Consultant to join our client's growing Wealth Team. You will work as part of a team of financial planning experts, providing expertise and support while collaborating with their investment and Private Client teams. There is a need to bring an innovative and commercial skillset to create positive outcomes for current clients and prospects.
Overview of Duties
* Work with various teams to develop innovative solutions for high-net-worth clients while incorporating knowledge of pension, tax, protection, and investment disciplines.
* Have a solid understanding of the pension and wealth management market and apply this knowledge with internal and external stakeholders.
* Support the business to deliver excellent customer outcomes in a risk-conscious manner.
* Always comply with all Risk and Compliance frameworks, policies, and procedures involved with the role.
Person Specification
Knowledge, skills, and abilities:
* Minimum 5 years’ experience in a client-facing role.
* Solid understanding and knowledge of the Irish pension and tax regulations and legislation.
* Professional qualification in a related discipline.
* QFA qualification desirable.
* Strong communication/presentation skills, both written and verbal.
* Strong organizational skills, with the ability to manage time and projects of various sizes successfully.
* Ability to work effectively as part of a dynamic team and manage key stakeholder relationships both internally and externally.
Skills
QFA, RPA, CFP, Financial Advice, Financial Consultant
Benefits
Pension, DIS, Bonus, Commission, Great AL
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