Public Sector Financial Wellness Consultant - Partnerships

Cornmarket Group Financial Services Ltd.

Leinster

On-site

EUR 38,000 - 56,000

Full time

2 days ago
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Benefits offered by this job

Flexible working
Work-from-home options
Career development
Annual leave
Pension contributions
Health insurance
Family leave
Bonus/commission
Income protection
Discounts on financial products
Wellbeing programme
Employee Assistance Programme
Sports & Social Club

Job summary

Cornmarket Group Financial Services Ltd. is recruiting Financial Consultants to join the Partnerships Team in Offaly. You will provide tailored financial advice to public sector clients, helping them make informed decisions about their financial future.

The role focuses on building client relationships, delivering wellbeing consultations, and offering solutions in income protection, life insurance, pensions, and tax services while maintaining high compliance standards.

Qualifications

  • APA or QFA or willingness to work towards these qualifications (fully supported)
  • Experience in customer-facing roles (sales experience 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
  • Commitment to working within regulatory and compliance frameworks
  • Presentation experience desirable

Responsibilities

  • Build trusted relationships with public sector employees and their families
  • Conduct comprehensive financial wellbeing consultations to understand customers' needs and goals
  • Provide tailored financial guidance and recommend suitable solutions
  • Support clients with products such as income protection, life insurance, pensions, retirement planning, and tax services
  • Deliver presentations and educational sessions within public sector workplaces, including schools and hospitals
  • Create exceptional customer experiences at every interaction
  • Respond professionally and efficiently to customer enquiries and referrals
  • Build long-term customer relationships through specialist advice and ongoing support
  • Work towards agreed business goals while maintaining a customer-first approach
  • Maintain the highest standards of compliance and regulatory excellence
  • Continue developing your financial services knowledge and expertise
  • Complying with risk control and regulatory requirements that are relevant to this role
  • Maintaining commercial awareness relevant to this role

Skills

APA
QFA
Customer-facing
Financial services
Communication
Attention to detail
Time management
Regulatory compliance
Presentation skills

Job description

Cornmarket Group Financial Services Ltd. is recruiting Financial Consultants to join the Partnerships Team in Offaly. You will provide tailored financial advice to public sector clients, helping them make informed decisions about their financial future.

The role focuses on building client relationships, delivering wellbeing consultations, and offering solutions in income protection, life insurance, pensions, and tax services while maintaining high compliance standards.

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