Financial Planning Advisor – Retirement & Investments

Ardonagh Europe; Dublin; On-site; EUR 50,000 - 80,000; Full time

Job summary

Arachas Employee Benefits Group in Dublin is seeking a qualified financial advisor to develop clear financial plans for individuals and SMEs acrossPre- and Post-Retirement, Protection and Investment products. You will sit in the Employee Benefits and Financial Planning team, delivering a client-centred service and professional best advice.

You will build relationships, conduct reviews, present complex financial matters in plain language, and ensure compliance with regulatory standards while

Qualifications

• Experience providing financial advice to individuals and businesses with a sales track record.
• Experience in a customer-facing role with commercial awareness.
• Knowledge of regulatory and compliance requirements.
• Excellent communication and interpersonal skills.
• QFA exams completed and CPD up to date.

Responsibilities

• Develop client relationships across multiple sources of business.
• Provide professional financial plans for new and existing clients.
• Conduct financial reviews and recommend products per compliance.
• Meet targets and adhere to company policies.
• Keep CPD up to date and monitor regulatory changes.

Skills

Client relationships

Communication

Sales experience

Regulatory knowledge

CPD oriented

Teamwork

Education

QFA certification

Job description

Arachas Employee Benefits Group in Dublin is seeking a qualified financial advisor to develop clear financial plans for individuals and SMEs acrossPre- and Post-Retirement, Protection and Investment products. You will sit in the Employee Benefits and Financial Planning team, delivering a client-centred service and professional best advice.

You will build relationships, conduct reviews, present complex financial matters in plain language, and ensure compliance with regulatory standards while