Private Wealth Financial Planner — Hybrid/Remote

Marsh McLennan; Dublin; Hybrid; EUR 50,000 - 80,000; Full time

Job summary

A leading financial advisory firm in Dublin seeks a Financial Planning Consultant to provide expert wealth management advice. The ideal candidate will have proven experience in financial planning and a QFA certification. They will work closely with corporate and individual clients to offer tailored financial solutions and generate new business opportunities. The role also involves delivering presentations and maintaining strong client relationships in a hybrid work environment.

Benefits

Professional development opportunities

Supportive work culture

Career growth options

Qualifications

• Proven experience in providing financial planning advice to individuals or relevant pension experience.
• Deep understanding of pensions and investments including relevant technical qualifications or knowledge.
• Drive to meet sales goals and to generate own new business.

Responsibilities

• Advise individuals on all aspects of managing their wealth and related financial planning needs.
• Develop relationships with existing corporate clients and provide expert financial planning advice.
• Generate new business opportunities including sourcing new individual clients.

Skills

Financial planning advice

Excellent communication skills

Client service

Presentation skills

Relationship management

Education

Qualified Financial Adviser (QFA)

Job description

A leading financial advisory firm in Dublin seeks a Financial Planning Consultant to provide expert wealth management advice. The ideal candidate will have proven experience in financial planning and a QFA certification. They will work closely with corporate and individual clients to offer tailored financial solutions and generate new business opportunities. The role also involves delivering presentations and maintaining strong client relationships in a hybrid work environment.