Senior Financial Planning Consultant
Our client is seeking Experienced and Driven Financial Advisors to join their professional team in providing best class financial advice to their clients!
- Hybrid Working Options Available
Main Duties:
- Maintain and build long-lasting relationships with clients of the firm
- Provide financial planning advice to clients with respect to needs
- Ensure client meetings are conducted in a timely and efficient manner
- Work towards agreed finanical targets
- Ensure all processes are in line with industry standards
Requirements:
- Must be QFA Qualified at a minimum
- RPA / CFP qualifications are desirable
- Minimum 3+ years’ experience in a life and pension consultancy role
- Strong knowledge of the full suite of irish financial planning products and policies
- Confident and professional in their apporach to daily work tasks
Please apply through the portal to send your CV to nmccabe@eirkoo.ie for consideration
Appy Now
