Senior Financial Planner This is an exciting opportunity for an experienced, qualified and ambitious Financial Advisor to take the next step in providing independant financial planning and financial advice.

The Role:
  • Onboarding new clients and managing own pipeline
  • Assessing and analysing clients financial circumstances 
  • Attending client meetings regularly 
  • Making recommendations and providing solutions to clients requirements
  • Managing implementation of product recommendations
  • Ensuring all work meet agreed standards and are compliant
What you need:
  • Must have QFA designation, RPA / CFP qualifications are desirable
  • 3+ years experience in a financial planning / sales role
  • Ability to work on own initiative and independantly 
  • Strong nowledge of investments, pensions, protection, and savings products
  • Proficiency in Microsoft Office, Excel, and Microsoft Outlook
  • Flexible and adaptable approach to daily tasks
  • Knowledge of Wealthtrack and / or Voyant would be an advantage
Please contact Nikki on (01) 699 1200 if you wish to have a confidential chat or submit your CV to, or through the portal. Appy Now

Key Job Specs

  • Listed: 09 Jul 2024
  • Location: Dublin
  • Work Type: Permanent / Full Time

Apply for this role

Appy Now
Back to Top Image