Holistic Financial Planning Professional Sought
Our client requires a skilled and ambitious CFP Qualified Financial Planner to provide comprehensive financial planning advice as part of their expert team. Key Responsibilities Include:
Key Duties
* Identify clients' financial planning needs and develop tailored solutions.
* Provide professional and best-in-class advice according to clients' needs, making informed recommendations and delivering results-driven solutions.
* Conduct client meetings efficiently and effectively, ensuring timely follow-through on agreed-upon business objectives.
* Develop and maintain long-term relationships with clients, fostering trust and understanding through excellent interpersonal and communication skills.
Requirements
* Must be CFP qualified or have at least 5+ years of experience in financial planning and advising on Irish products.
* Possess strong knowledge within life, pension, and investment sectors.
* Demonstrate exceptional interpersonal and communication skills.
* Proficiency in MS Office Systems is essential.
* Knowledge of WealthTrack and Voyant is advantageous.
The successful candidate will receive an Excellent Benefits Package, including a Pension, Life Cover, Flexible Working Arrangements, Laptop, and Bonus.