Senior Financial Planner, Dublin Pike

Our client , a Successful&Growing Financial Planning firm are seeking to bring on an Experienced and Ambitious CFP Qualified Financial Planner. The Finanical Planner will join our clients expert team in providing holistic financial planning advice to clients. This is a rewarding&very flexible working opportunity for the right individual! Key Duties

Identify financial planning needs with clients of the firm Provide professional and best advice according to client’s needs Make recommendations and provide solutions to client’s requirements Ensure client meetings are conducted in a timely efficient manner Work towards agreed business targetsMaintain and develop relationships with clients Requirements

Must be CFP qualified or nearly qualified 5+ years’ experience in financial planning and advising on Irish products Strong knowledge within life, pensions, and investments Strong interpersonal and communication skills Proficiency in MS Office Systems Knowledge of WealthTrack and Voyant are an advantagePension Contribution, Death in Service, Income Protection, 25 Days Annual leave, Hybrid Working, Laptop, Bonus /Commission and more! If you are interested, please send your CV to , otherwise for a confidential chat you can phone our office and ask for Nikki on 01 699 1200.

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