Financial Planner

Description

We are hiring for our client, a growing financial planning business in Dublin, who are seeking to appoint an experienced Financial Planner to join their expanding team.

This Financial Planner job offers an excellent opportunity for a qualified financial advice professional to work with an established and growing client base, with 100% qualified leads provided through dedicated marketing and business development activity.

The successful Financial Planner will focus on delivering high-quality financial advice, building long-term client relationships, and supporting clients across areas such as pensions, investments, protection, retirement planning and wider wealth management.

Top 3 Things to Know About this Job:

1. Dublin based opportunity with a growing financial planning business
2. Access to an established and expanding client base
3. 100% qualified leads provided by marketing and BD teams

The Role:

• Provide tailored financial planning advice to new and existing clients
• Work with qualified leads generated through marketing and business development channels
• Build and maintain long-term client relationships
• Advise clients across pensions, investments, protection and retirement planning
• Conduct client reviews and identify opportunities to add value
• Ensure all advice is delivered in line with regulatory and compliance standards
• Work closely with internal support, administration and wider advisory teams

The Person:

• Experience working as a Financial Planner, Financial Advisor or Wealth Advisor
• QFA qualification essential (additional qualifications an advantage)
• Strong knowledge of pensions, investments and protection products
• Excellent client relationship and communication skills
• Commercially minded, professional and consultative in approach
• Strong compliance awareness and attention to detail
• Motivated by long-term client outcomes and quality advice

The Rewards:

• Competitive salary and package
• Access to an established and growing client base
• 100% qualified leads provided
• Opportunity to join a growing business with strong market momentum
• Supportive environment with scope for continued professional development

Salary details listed are to be used as a guide and are based on factors such as your experience and expertise. We reserve the right to heighten shortlisting criteria dependent upon the calibre of response.