Senior Financial Planner: Growth, Strategy & Impact

Search Talent; Kilkenny; On-site; EUR 50,000 - 85,000; Full time

Job summary

Search Talent is seeking top financial planners in Ireland to join a brokerage experiencing hyper growth. You will work with a team of planning consultants to provide accurate financial advice, helping clients meet their financial goals through protection, pensions, savings and investments.

The ideal candidate is a qualified financial advisor with a proven track record and the ability to source new business while maintaining strong client relationships within a compliant framework.

Qualifications

• Candidate must be a qualified financial advisor with a strong track record in financial planning for individuals and business owners.
• Experience advising on protection, pensions, savings and investments and a solid understanding of Irish pension regulations.
• Familiarity with cashflow modelling software (CashCalc) and ability to translate client goals into financial plans.

Responsibilities

• Provide tailored financial planning solutions to new and existing clients.
• Advise on protection, savings, investments and retirement planning for PAYE and self-employed clients.
• Assess clients' financial circumstances and conduct risk assessments.
• Perform thorough fact-finds to identify client goals and objectives.
• Grow client base through referrals and commercial initiatives.
• Build and maintain long-term client relationships.
• Ensure compliance with internal policies and industry standards.

Skills

Financial planning

Protection guidance

Savings & investments

Pensions planning

Cashflow modelling

Communication skills

Target achievement

Team collaboration

Education

Qualified Financial Advisor (QFA)

CFP desirable

Tools

CashCalc

Job description

Search Talent is seeking top financial planners in Ireland to join a brokerage experiencing hyper growth. You will work with a team of planning consultants to provide accurate financial advice, helping clients meet their financial goals through protection, pensions, savings and investments.

The ideal candidate is a qualified financial advisor with a proven track record and the ability to source new business while maintaining strong client relationships within a compliant framework.