Financial Planner
Join a well-established financial services brokerage based in Dublin, providing a full range of life, pension, and investment products to clients with a focus on long-term financial planning and cash-flow modelling.
The Role
We are seeking an experienced Financial Planner to join our team. Responsibilities include:
* Meeting monthly targets through sales and activity KPIs
* Conducting initial meetings and guiding clients through the financial planning process
* Identifying needs and opportunities for new business and closing same
* Annual client reviews and referrals
* Liaising with sector specialists and other advisors in the firm
* Responding to client communications in a timely manner
Your Skills and Attributes
To be successful in this role, you will have:
* A QFA qualification
* At least 3 years of experience in a similar role
* Strong technical knowledge of Life & Pensions
* Excellent writing and communication abilities
* The ability to work unsupervised and as part of a team
* Proficiency in MS Word, Excel, and Outlook
Benefits
This is a remote-friendly opportunity with the flexibility to work from home.