Financial Planning Consultant
Financial Planning Consultant| Permanent | Dublin / Waterford - 1 day in office
Due to both organic growth and recent acquisitions, our client is expanding their team and seeking a Financial Planning Consultant to join their employee benefits business. As a result of this growth, they now have a significantly larger number of individual clients and prospects who require expert financial planning support.
This is a senior role reporting to the Head of Financial Planning. The successful candidate will be responsible for delivering customer-focused financial planning advice, with a particular focus on retirement planning and overall financial wellbeing.You will also support the delivery of member services to corporate clients and play a key role in developing a strong portfolio of individual clients.
Key Responsibilities:
- Provide high-quality financial planning advice to individual clients, especially in relation to retirement and broader financial wellbeing
- Support the delivery of employee benefits and member services into corporate clients
- Build and maintain a strong portfolio of individual clients through proactive business development
- Contribute to a high-performing, customer-focused team and mentor junior team members where appropriate
About You
We are looking for a dynamic, motivated professional with a . You should be commercially minded, self-driven, and passionate about delivering excellent service.
The ideal candidate will have:
- QFA qualification (Certified Financial Planner status would be a distinct advantage)
- Substantial experience in delivering individual financial advice
- Strong track record in financial planning and client relationship management
- A proven ability to meet financial and commercial targets
- Deep knowledge of financial, pension, and investment products
- A client-first approach with excellent interpersonal and communication skills
- Experience working within both individual advice and group employee benefits
- A collaborative mindset with the ability to support and develop junior staff