Senior Financial Planner
Job Description
Our client is a well-established industry leader providing with client with a full range of both general and personal insurance products, with offices nationwide. They now have a new a role available in their Clonskeagh Dublin office. They are seeking to recruit an experienced, ambitious and self- motivated Life & Pensions Financial Advisor to be part of their successful and growing organisation.
Duties & Responsibilities
• Identify financial services needs with potential and existing clients
• Provide professional best advice and consultation with respect to needs
• Make recommendations and provide solutions to client’s requirements ensuring adherence
to compliance regulations and standards.
• Provide ongoing service and advice to clients.
• Build strong relationships
• Work to agreed targets and standards.
Experience
Desired Skills and Experience
Minimum Selection Criteria
• (QFA) Qualified Financial Advisor
• Proven successful track record in client facing meetings with responsibility for target delivery
• Previous experience in a face to face Life & Pensions Advisor role, either in a brokerage or
banc assurance
• Excellent communication skills
• Motivated, self-starter with ability to work on own initiative and as part of a team.
• Candidates must pass all compliance and legal background checks before being
• Strong knowledge of pension products