Retirement Planning Consultant - Remote & Flexible

Cornmarket Group Financial Services Ltd.; Dublin; Hybrid; EUR 65.000 - 90.000; Vollzeit

Benefits dieser Stelle

Flexible WFH

Professional development

Annual leave increase

Pension contributions

Health insurance

Family leave

Bonus/commission

Wellbeing programme

Zusammenfassung

Cornmarket Group Financial Services Ltd. in Dublin is seeking a Retirement Support Consultant to guide clients approaching retirement and those already retired through complex financial decisions shaping their retirement journey.

The role involves reviewing pensions, AVCs, investments and life products to provide personalised, compliant recommendations after extensive training. You will engage with clients, conduct financial health checks, and set up policies while maintaining strong

Qualifikationen

• Full QFA, required on commencement.
• Sales experience required.
• Strong analytical and problem-solving skills.
• Customer-focused approach with the ability to communicate complex information clearly.
• Ability to work independently and collaboratively as part of a team.
• Strong communication and relationship-management skills.
• Knowledge of the risk-control and regulatory environment.
• Commercial awareness.
• Experience of dealing with elderly clients is beneficial.

Aufgaben

• Explain the retirement journey and key decisions before and after retirement.
• Engage with AVC clients, answer queries and review arrangements.
• Conduct financial health checks on pensions and investments.
• Complete financial fact finds and conduct telephone reviews.
• Assess client needs and provide compliant retirement advice.
• Support setup of AVC/Investment and life policies.
• Handle queries about policy values and terms.
• Maintain relationships with clients and stakeholders.

Kenntnisse

QFA

Sales experience

Analytical skills

Communication skills

Team collaboration

Regulatory knowledge

Commercial awareness

Experience with elderly clients

Ausbildung

QFA qualification

Jobbeschreibung

Cornmarket Group Financial Services Ltd. in Dublin is seeking a Retirement Support Consultant to guide clients approaching retirement and those already retired through complex financial decisions shaping their retirement journey.

The role involves reviewing pensions, AVCs, investments and life products to provide personalised, compliant recommendations after extensive training. You will engage with clients, conduct financial health checks, and set up policies while maintaining strong