Financial Planning Consultant

The Ardonagh Group; Dublin; On-site; EUR 40,000 - 70,000; Full time

Job summary

The Ardonagh Group's Arachas Employee Benefits Group in Dublin is seeking a qualified financial advisor to develop clear financial plans for new and existing clients across pre- and post-retirement, protection and investment products.

You will build client relationships, conduct reviews in person or via Teams, and ensure regulatory compliance while maintaining up-to-date CPD.

Qualifications

• Experience providing financial advice to individuals and businesses.
• Detailed knowledge of regulatory and compliance requirements.
• Excellent communication and interpersonal skills with customers.
• QFA qualification and up-to-date CPD requirements.

Responsibilities

• Develop client relationships with new and existing customers across multiple sources of business.
• Provide professional best advice in developing clear financial plans for new and existing clients while delivering superior customer satisfaction.
• Establish and develop relationships with small and medium-sized companies to offer financial advice within the company.
• Conduct professional financial reviews with customers in person and over Microsoft Teams and recommend products in adherence to compliance standards.
• Work to agreed targets and standards.
• Ensure compliance with company policies, regulatory, professional and legal requirements.
• Proactively protect, maintain and develop existing Client Bank.
• Communicate complex financial matters to customers in layman's terms.
• Adhere to risk management procedures and CPD ongoing.
• Keep up to date with changes in the commercial environment and complete CPD on an ongoing basis.

Skills

Client relationships

Sales experience

Regulatory knowledge

CPD

Communication skills

Education

QFA qualification

Tools

Microsoft Teams

Job description

This role is within our Arachas Employee Benefits Group, reporting to the Associate Director. The purpose of the role is to provide professional best advice in developing clear financial plans for new and existing clients on a range of Pre and Post-Retirement, Protection and Investment products

Location: Role based in Dublin, Occasional travel will be required

Activity Management

Role Accountabilities and Core Responsibilities

• Develop client relationships with new and existing customers across multiple sources of business
• Provide professional best advice in developing clear financial plans for new and existing clients while delivering superior customer satisfaction.
• Establish and develop relationships with small and medium-sized companies to offer financial advice within the company.
• Conduct professional financial reviews with customers in person and over Microsoft Teams and recommend products in adherence to Arachas compliance standards.
• Work to agreed targets and standards.
• Ensure compliance with Company policies, regulatory, professional and legal requirements.
• Proactively protect, maintain and develop existing Client Bank.
• Communicate complex financial matters to customers in layman's terms.
• Adhere to appropriate risk management procedures to control, monitor and report on business activities.
• Keep up to date with all changes in the commercial environment and complete Continual Professional Development (CPD) on an ongoing basis.

Requirements:

• Experience providing financial advice to individuals and businesses with a proven track record of sales.
• Experience in a customer-facing role and be commercially aware.
• Detailed knowledge and understanding of regulatory and compliance requirements.
• Excellent communication and interpersonal skills with new and existing customers.
• Possess QFA (have passed all ‘Qualified Financial Advisor’ exams) and be up to date on all CPD requirements.
• Ability to work on own initiative and as part of a team.
• Competent in providing financial advice on retail products
• Ability to present a strong professional image of Arachas Employee Benefits.

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