We are looking for a Private Clients Consultant to meet, listen and help clients understand and reach their goals. Be a trusted adviser to full financial planning clients and clients who want an initial primary advice service.
Overview of duties
Have a solid understanding of pensions and wealth management and apply this knowledge with internal and external stakeholders
Be a trusted adviser to our clients
Recommend and provide solutions to meet client's needs while also developing lasting relationships
Undertaking a full review of the client's financial needs and goals
Producing a comprehensive report detailing relevant fact-finding information and recommendation based on clients’ goals
Clear and concise file notes and hand over to the Private Client Account management team who will bring policies through pipeline
Work alongside the sales and marketing team to deliver effective and engaging marketing activities/communications for clients
Deliver Financial Wellness seminars to employees of our corporate partners
Manage internal and external relationships to drive referral network
Build relationships and awareness of Financial Planning within NFP
Required to meet conversion and new business targets
Fully comply with relevant compliance requirements
Maintaining up-to-date records and adhering to CRM system
Person specification
Knowledge, skills and abilities:
Background in financial advice - QFA essential
CFP desirable or commitment to complete CFP imminently
Excellent communication and interpersonal skills, and self-motivated
Strong organisational skills, the ability to manage time and to manage projects of various sizes successfully
Ability to work effectively as part of a dynamic team, and to manage key stakeholder relationships both internally and externally
Key information:
Hours: Monday - Friday
Location: Galway
If this sounds like something you are interested in please apply, or contact Lucy Reed for further information.