Financial Planner

Search Talent; Kilkenny; On-site; EUR 50,000 - 85,000; Full time

Job summary

Search Talent is seeking top financial planners in Ireland to join a brokerage experiencing hyper growth. You will work with a team of planning consultants to provide accurate financial advice, helping clients meet their financial goals through protection, pensions, savings and investments.

The ideal candidate is a qualified financial advisor with a proven track record and the ability to source new business while maintaining strong client relationships within a compliant framework.

Qualifications

• Candidate must be a qualified financial advisor with a strong track record in financial planning for individuals and business owners.
• Experience advising on protection, pensions, savings and investments and a solid understanding of Irish pension regulations.
• Familiarity with cashflow modelling software (CashCalc) and ability to translate client goals into financial plans.

Responsibilities

• Provide tailored financial planning solutions to new and existing clients.
• Advise on protection, savings, investments and retirement planning for PAYE and self-employed clients.
• Assess clients' financial circumstances and conduct risk assessments.
• Perform thorough fact-finds to identify client goals and objectives.
• Grow client base through referrals and commercial initiatives.
• Build and maintain long-term client relationships.
• Ensure compliance with internal policies and industry standards.

Skills

Financial planning

Protection guidance

Savings & investments

Pensions planning

Cashflow modelling

Communication skills

Target achievement

Team collaboration

Education

Qualified Financial Advisor (QFA)

CFP desirable

Tools

CashCalc

Job description

We are seeking the top financial planners in the country for a leading brokerage that is in hyper growth stage with its AUM and client book.

The successful candidate will work as part of a team of financial planning consultants. This opportunity will suit an experienced financial advisor, with an innovative and commercial skillset, who goes above and beyond to create positive outcomes for clients.

We are seeking a self-motivated individual that will ensure our clients are provided with accurate financial advice enabling them to make decisions to meet their financial goals. In this role, you will be responsible for advising on our client’s financial position, acting as a trusted advisor in areas such as protection, savings & investments, pensions and the clients’ overall financial planning needs.

In addition to being an effective communicator, you should be highly analytical and customer oriented. The perfect candidate for this position is a qualified professional who has experience in providing effective financial advice to a variety of individuals and business owners/businesses.

The Role:

• Providing solutions to new and existing clients based on their financial planning needs.
• Advise on protection, savings & investments, pensions, and retirement planning needs for both PAYE & self-employed clients.
• Assessing the clients financial circumstances/risk assessments.
• Carrying out a thorough fact-find with clients in order to identify their financial goals/objectives.
• Growing the client base through lead generation, referrals and sourcing of new business.
• Building and maintaining long lasting relationships with clients.
• Ensuring all internal policy/procedures and industry compliance regulations/standards are adhered to.
• There is an expectation that the successful candidate will source new life, investment and pension business through commercial initiatives. Support can be provided.
• Build and maintain strong relationships with clients.
• Work to agreed targets and standards.

About You:

• Direct experience working as a Financial Planner/Advisor within the financial services industry (broker experience is an advantage).
• Must be a Qualified Financial Advisor (QFA). A Certified Financial Planner (CFP) is desirable.
• Strong knowledge of Life, Pensions and Investment products.
• Solid understanding and knowledge of the Irish pension regulations and legislation.
• Experience and knowledge of using cashflow modelling software. Use of CashCalc is desirable.
• A positive working attitude with ability to work on own initiative.
• Proven track record of meeting targets.
• Strong communication/presentation skills, both written and verbal.
• Strong organisational skills, the ability to manage time and to manage projects of various sizes successfully, when required.
• Ability to work effectively as part of a dynamic team, and to manage key stakeholder relationships both internally and externally.