Financial Planner

Eirkoo; Dublin; On-site; EUR 55,000 - 75,000; Full time

Job summary

Credible Financial Planning Brokerage in Dublin is seeking an experienced Certified Financial Planner to join our team. You will build lasting relationships with clients, assess their goals, and craft tailored financial strategies using a range of investments, pensions, and protection products.

You will work collaboratively with client services and other departments, leveragingVoyant and online application systems to deliver high-quality, compliant financial guidance that helps clients achieve

Qualifications

• Experience building and maintaining client relationships.
• Knowledge of investments, pensions, protection, and savings products.
• Strong collaboration across departments, including client services.

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

Protection

Savings products

Team player

Tools

Voyant

Online applications

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.