Financial Planner - Limerick based.
An exciting opportunity has arisen for a driven Financial Planner to become part of a dynamic and supportive team based in Limerick.
This role involves managing the full lifecycle of protection, investment, and pension applications, while delivering exceptional service to clients and supporting financial advisors.
Key Duties & Responsibilities: Be currently working as a CFP/QFA/Pension/Investment Consultant Have excellent verbal and written communications skills, including the ability to prepare and deliver reports and presentations including implementation of same.
Ability to work to targets and manage/estimate client fees.
Oversee the complete administration process for protection, investment, and pension applications.
Serve as a key point of contact for client queries, ensuring prompt and professional responses.
Keep clients updated on the progress of applications via phone and email.
Provide high-level administrative support to financial advisors, including assistance with ad hoc tasks.
Offer guidance and mentorship to junior administrators, contributing to team development.
Foster and maintain strong client relationships by consistently delivering high service standards.
Essential Skills & Attributes: Clear and confident verbal and written communication skills.
A positive and proactive team player with a strong sense of initiative.
Proven ability to manage multiple tasks and prioritise effectively in a fast-paced environment.
High level of accuracy and strong attention to detail.
Self-starter capable of working independently without close supervision.
Adaptability to take on varying responsibilities as needed.
Qualifications & Experience: Qualified Financial Advisor (QFA) certification is essential or in the process of obtaining it.
Minimum of 13 years experience in the financial planning sector.
Background working in a broker or intermediary setting is required.
Experience in life and pensions administration.
Skills: Financial Planning Financial Advisor Financial Management Sales Sales Person