We have an exciting opportunity for an experienced and Certified Financial Planner to join a Credible Financial Planning Brokerage firm based in Dublin
Key Responsibilities:
- Build and maintain strong relationships with existing clients, ensuring a professional, consistent, and high-quality service experience.
- Evaluate clients' financial situations and long-term objectives to understand their individual needs and priorities.
- Develop personalised financial strategies, providing expert guidance and recommending suitable financial solutions tailored to each client's goals.
Skills & Experience:
- Certified Financial Planner (CFP) qualification.
- Demonstrated ability to establish and maintain strong, professional client relationships.
- Comprehensive knowledge of investments, pensions, protection, and savings products.
- Strong team player with the ability to collaborate effectively across departments, including client services.
- Experience using financial planning software such as Voyant and online application systems is advantageous.
Benefits Package:
- Pension Contribution
- Death in Service
- Income Protection
- Generous Days Annual Leave
- Hybrid Working / Work-Life Balance
- Attractive Bonus Incentive
- Competitive Salary
