Client-Focused Financial Planning Consultant

Arachas Corporate Brokers Ltd; Dublin; Hybrid; EUR 60,000 - 90,000; Full time

Job summary

Arachas Corporate Brokers Ltd in Dublin is seeking a skilled financial adviser to develop clear financial plans for new and existing clients across Pre- and Post-Retirement, Protection, and Investment products. This role sits in our Employee Benefits and Financial Planning team.

Role emphasizes client-centric advice, compliance, and continual professional development to deliver optimal financial outcomes for corporate and individual clients.

Qualifications

• Experience providing financial advice to individuals and businesses.
• Proven sales track record in financial services.
• Excellent communication and interpersonal skills.
• Understanding of regulatory and compliance requirements.
• Continued CPD and qualifications (QFA).

Responsibilities

• Develop client relationships across multiple sources of business.
• Provide professional financial plans for new and existing clients.
• Conduct financial reviews in person or via Teams and recommend products.
• Maintain compliance with company policies and regulatory requirements.
• Meet targets and proactively grow the client bank.

Skills

Communication skills

Sales experience

Customer-facing

Regulatory knowledge

Education

QFA certification

Job description

Arachas Corporate Brokers Ltd in Dublin is seeking a skilled financial adviser to develop clear financial plans for new and existing clients across Pre- and Post-Retirement, Protection, and Investment products. This role sits in our Employee Benefits and Financial Planning team.

Role emphasizes client-centric advice, compliance, and continual professional development to deliver optimal financial outcomes for corporate and individual clients.