This is a hybrid working position with the flexibility to work both virtually and from our clients South Dublin office.
The Role:
- Providing Wealth Management solutions and advice to a particular portfolio of clients, focusing on client delivery
- Advising clients on personal family and business protection, and pre as well as post retirement planning needs
- Building and maintaining client relationships
- Generate new business opportunities through networking and referrals
- At least 2 years experience dealing directly with private clients and providing personal financial planning solutions
- Strong knowledge within pensions and protection
- QFA qualification at a minimum, RPA and / or CFP Qualifications are desirable
- Good numerical / analytical skills as well as interpersonal and communication skills
- Professional with the everyday approach to work and dealing with clients
- Experience with Voyant would be an advantage
