Job Title: Financial Planner
About the Company:
{company} is a well-established Financial Services Brokerage based in Dublin, offering a full range of life, pension & investment products to their clients with a focus on long-term financial planning and cash-flow modelling.
The Role:
We are seeking an experienced Financial Planner to join our team. The successful candidate will be ambitious and self-motivated with previous experience in a similar position. They will be keen for career growth and looking for a company that can provide a long-term career path.
Key Responsibilities:
* Meeting with new clients and taking them through the financial planning process
* Identifying needs and opportunities for new business and closing same
* Annual client reviews
* Liaising with sector specialists and other advisors in the firm
* Responding to client communications in a timely manner
Requirements:
* QFA qualified
* Ideal 3 years + experience in a similar role
* Good technical Life & Pensions knowledge
* Excellent writing and communication abilities
* Ability to work unsupervised and be a team player
* Proficient in MS Word, Excel, and Outlook
Benefits:
Work from home arrangement