Financial Planner

Eirkoo; Dublin; On-site; EUR 60,000 - 90,000; Full time

Job summary

Credible Financial Planning Brokerage in Dublin is seeking an experienced and Certified Financial Planner to join our team. You will build tailored financial strategies for clients, guiding them toward long-term objectives and suitable solutions.

Based in Dublin, this role demands strong relationship skills, knowledge of investments and pensions, and ability to collaborate across departments to deliver high-quality service.

Qualifications

• Proven ability to build and maintain professional client relationships.
• In-depth knowledge of investments, pensions, protection, and savings products.
• Able to collaborate across departments, including client services.
• Experience with financial planning software (Voyant) and online application systems is advantageous.

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

Client relationships

Investments pensions savings

Team collaboration

Voyant / planning software

Tools

Voyant

Job description

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:

• 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.