We are currently working with a growing wealth management firm that are looking to hire a Senior Financial Planner to join their team in Limerick.
Responsibilities:
- Drive new business opportunities and consistently achieve sales targets while maintaining a client-focused approach and adhering to regulatory requirements
- Manage and develop an existing portfolio of clients. Conducting regular financial reviews and identifying opportunities to enhance their financial plans
- Generate new business through client referrals, existing relationships and prospective client enquiries
- Provide tailored financial advice and recommendations based on individual client needs, objectives and financial circumstances
- Manage the end to end sales and application process, ensuring all documentation is completed accurately and policies are processed efficiently
Requirements:
- Ideally 5 years experience as a Financial Planner/Advisor
- QFA essential and CFP desirable
- Excellent communication and interpersonal skills
- Excellent technical skills in the areas of pensions, investments, protection and savings
- Excellent organisational skills
For more information on this Senior Financial Planner job or to discuss in more detail, contact Aoife Stokes at [email protected] or apply directly below.