Senior Financial Planning Consultant
We are working alongside a highly reputable Brokerage with a strong foothold within the Irish Market as well as wider Global presence.
This is an excellent opportunity for a seasoned financial advisor looking to advance in a dynamic, global environment with support for both professional and business growth.
Key Responsibilities:
* Client Advisory & Relationship Management: Provide expert financial planning advice, covering pension, protection, and investment services.
* Business Development & Client Acquisition: Develop strategies to expand the client base within the pensions, protection, and investment sectors.
* Market & Product Expertise: Maintain up-to-date knowledge of industry trends, financial products, and regulatory requirements within the financial services sector.
* Compliance & Professional Standards: Ensure all financial planning advice adheres to company policies, industry regulations, and compliance standards.
Requirements:
* Qualifications: Minimum of 5-7 years experience in financial planning, wealth management, or a similar advisory role. The full QFA qualification is required at an absolute minimum.
* Demonstrated Expertise: Pension, protection, and investment products.
* Proven Experience: Business development and client acquisition in the financial services industry.
Benefits:
* Competitive Salary: With performance-based incentives and bonuses.
* Continuous Professional Development: Opportunities and support for further certifications.
* Access to Resources: Within a global brokerage setting.
* Comprehensive Benefits Package: