Working with Axiom Consultants, our client is the leading name in the provision of
wealth management services to clients in Ireland. Due to continued growth, they are
now inviting applications for three Certified Financial Planners to join their team.
Key Duties but not limited to:
1. Identify and resolve any financial service needs with new clients.
2. Provide professional advice and consultation concerning client’s needs.
3. Make recommendations and provide solutions to client’s requirements.
4. Ensure client meetings are conducted in a timely efficient manner.
Skills and experience:
1. Certified Financial Planner (CFP)
2. 5+ years’ experience in financial planning
3. Excellent knowledge of the financial planning process with a particular focus
on the new business side
4. Ability to work as part of a team.
5. Proficiency in Microsoft Office, Excel, and Microsoft Outlook
6. Ability to be flexible and adaptable.
Typical benefits on offer:
1. Excellent remuneration package
2. Hybrid, flexible working model in place
Excellent salary and benefits on offer for the successful candidate. Client is seeking
applications immediately.
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