Retirement & Investment Advisor for Public Servants

Cornmarket Group Financial Services Ltd.; Ireland; Ibrido; EUR 65.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Flexible working (WFH)

Career development & qualifications

Generous annual leave

Pension contributions

Health insurance

Wellbeing programme

Employee Assistance Programme

Discounts on financial products

Descrizione del lavoro

Cornmarket Group Financial Services Ltd. seeks a Retirement & Investment Consultant to guide public servants and their families through retirement and related financial decisions.

You will manage a portfolio of clients, perform comprehensive reviews, and provide personalised retirement and investment advice. You will be supported with training and development, a structured diary of client appointments, and a focus on compliant, high-quality service.

Competenze

• Experience providing financial advice and supporting clients with retirement, investment, protection, or life assurance solutions.
• Demonstrated ability to build trusted client relationships and deliver positive customer outcomes.
• Strong analytical and problem-solving skills, with the ability to assess complex information and make informed recommendations.
• A customer-centric approach with a passion for helping people make confident financial decisions.

Mansioni

• Conduct comprehensive financial reviews to understand clients' circumstances, priorities, and retirement goals.
• Support and guide clients throughout their retirement journey, helping them navigate important financial decisions with confidence.
• Provide personalised retirement and investment advice, recommending solutions that align with clients' needs and long-term objectives.
• Build and maintain trusted, long-term relationships with clients and key stakeholders through exceptional service and ongoing support.
• Manage the implementation of retirement, investment, and protection solutions, ensuring a smooth and positive client experience.
• Educate clients on the options available to them and help them make informed financial decisions.
• Deliver a high standard of professional, client-focused service at every stage of the customer journey.
• Work collaboratively with colleagues and internal teams to achieve positive outcomes for clients and the business.
• Ensure all activities are completed in line with company policies, regulatory standards, and legal requirements.
• Maintain a strong understanding of risk management and compliance requirements relevant to the role.
• Stay informed on developments within the pensions, investment, and protection markets to ensure advice remains current and relevant.
• Continuously develop professional knowledge and expertise through ongoing learning and development opportunities.

Conoscenze

Client relationships

Financial advice

Retirement planning

Analytical skills

Regulatory compliance

Communication

Independent work

Formazione

Full QFA qualification

Descrizione del lavoro

Cornmarket Group Financial Services Ltd. seeks a Retirement & Investment Consultant to guide public servants and their families through retirement and related financial decisions.

You will manage a portfolio of clients, perform comprehensive reviews, and provide personalised retirement and investment advice. You will be supported with training and development, a structured diary of client appointments, and a focus on compliant, high-quality service.