Financial Planning Consultant

Cornmarket Group Financial Services Ltd.

Dublin

Hybrid

EUR 42,000 - 65,000

Full time

5 days ago
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Benefits offered by this job

Flexible working
Work-from-home options
Career development
Generous annual leave
Pension contributions
Health insurance
Family leave
Bonus/commission structure
Income protection
Discounts on financial products
Wellbeing programme
Employee Assistance Programme
Sports club

Job summary

Cornmarket Group Financial Services Ltd. is recruiting Financial Consultants to join our Financial Wellbeing Team, supporting public sector clients with tailored financial advice.

You will work closely with clients to understand needs, provide suitable protection and pension options, and build lasting relationships in a fast-paced, collaborative setting. Training is provided, with support for qualifications.

Qualifications

  • Experience in customer-facing roles is preferred
  • Experience in financial services is an advantage
  • Ability to work within regulatory and compliance frameworks
  • Good numerical ability and attention to detail
  • Willingness to study and achieve professional qualifications (QFA/APA) with support
  • Strong communication and relationship-building skills

Responsibilities

  • Support clients via Teams to discuss financial protection options and pensions
  • Deliver high-quality customer service and maintain positive interactions
  • Conduct financial wellbeing reviews to understand client needs and goals
  • Support achievement of individual and team targets with guidance from management
  • Respond to client inquiries professionally and promptly
  • Build long-term relationships through a personalized service
  • Assist in retention by maintaining engagement and service levels
  • Ensure all activities comply with regulatory requirements
  • Stay informed on products and market developments to advise clients

Skills

Excellent communication skills
Relationship building
Attention to detail
Time management
Goal oriented
Regulatory compliance

Education

QFA / APA qualification

Tools

Microsoft Teams

Job description

Who We Are

At Cornmarket, we support the financial wellbeing of public servants and their families. For over 50 years, we’ve focused on understanding the needs of those working in the public sector, helping our clients access a wide range of financial services—from car, home, health and life insurance to income protection and retirement planning.

Who We Are

At Cornmarket, we support the financial wellbeing of public servants and their families. For over 50 years, we’ve focused on understanding the needs of those working in the public sector, helping our clients access a wide range of financial services—from car, home, health and life insurance to income protection and retirement planning.

We’re proud of the positive impact our work has on individuals, families and communities.

Role Purpose

We are currently recruiting Financial Consultants to join our Financial Wellbeing Team, supporting our public sector clients.

In this role, you will work closely with clients to understand their financial needs and goals, helping them make informed decisions about their financial future. You’ll provide tailored advice, identify opportunities to support their wellbeing, and recommend appropriate financial solutions.

This is a fast-paced and collaborative environment, where success is supported through training, coaching and teamwork.

All Financial Consultants receive 8 weeks of comprehensive training before starting the role. While QFA status (or working towards it) is desirable, we are committed to supporting you—full educational support is provided for those who wish to gain this qualification.

What You’ll Be Doing
  • Supporting clients via Microsoft Teams to explore and choose financial protection options, including salary protection, life cover, pensions and tax-related services
  • Delivering a consistently high level of customer service, ensuring every interaction is positive and supportive
  • Carrying out financial wellbeing reviews to understand clients’ needs, priorities and long‑term goals
  • Working towards individual and team targets, with support and guidance from your manager
  • Responding to client enquiries and leads in a timely, professional and approachable way
  • Building long‑term relationships by providing a personalised and trusted service
  • Supporting the retention of existing clients by maintaining strong engagement and service levels
  • Ensuring all work is carried out in line with regulatory and compliance requirements
  • Staying informed on industry developments and products to best support clients
What We Offer

We believe in supporting our people both professionally and personally, offering:

  • Flexible working, including work-from-home options through our Cornmarket Flexprogramme
  • Strong investment in your career development, including financial and professional qualifications
  • Generous annual leave (increases with service) and the option to purchase additional leave
  • Competitive and flexible pension contributions
  • Health insurance or wellness subsidy
  • Fully paid family leave (including maternity, paternity and surrogacy)
  • Performance‑related bonus/commission structure
  • Income protection and life cover
  • Discounts on financial products
  • A comprehensive wellbeing programme
  • Employee Assistance Programme
  • Active Sports Social Club
Skills Experience

We value a range of experiences and encourage applications even if you don’t meet every requirement.

  • APA, QFA or a willingness to work towards these qualifications (fully supported)
  • Experience in customer‑facing roles (sales experience is helpful but not essential)
  • Experience within a financial services environment is an advantage
  • Strong communication and relationship‑building skills
  • Good attention to detail and confidence working with numbers
  • Ability to manage your time effectively and balance priorities
  • Comfortable working towards goals in a supportive team environment
  • Commitment to working within regulatory and compliance frameworks
Regulatory Information

This role is classified as a Controlled Function under the Central Bank Reform Act 2010. Any offer of employment will be subject to meeting the Fitness and Probity standards set by the Central Bank, including required due diligence checks.

Diversity, Equity Inclusion

At Cornmarket, we are committed to creating an inclusive and welcoming workplace where everyone feels supported to succeed.

We encourage applications from people of all backgrounds, including those who may be returning to work, changing careers, or re‑entering the workforce.

All qualified applicants will be considered regardless of age, disability, ethnicity, family status, gender identity or expression, marital status, membership of the Traveller Community, national origin, race, religion or sexual orientation.

We are happy to provide reasonable accommodations throughout the recruitment process—please contact our Talent Acquisition team if you need support.

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