Job Description
Summary: We are seeking a highly experienced and ambitious CFP Qualified Financial Planner to join our expert team in providing holistic financial planning advice.
Key Responsibilities
* 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 working 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
* Life Cover
* Flexible Working
* Laptop Bonus