Financial Planning Consultant

Role Description

Financial Planning Consultant - Dublin South

The Primary role of the Financial Planning Consultant is to maintain and develop new business opportunities through the management of a bank of existing clients and the sourcing of new referrals. 

The Consultant develops strategies to assist clients in managing their financial affairs to meet their life goals. The process of financial planning involves collating all relevant aspects of a client’s situation across a large breath of financial planning activities.                                                                                                                                                               

  • Develops opportunities by collecting the required information required to develop a financial plan through the use of in house Lifetime Program.
  • Analyses the client’s objectives, needs, values and information to prioritise the financial planning components.
  • Considers potential opportunities and constraints and assesses information to develop strategies.
  • Identifies development potential in new or existing accounts by studying new/ current business, evaluates additional needs, and analyses opportunities. Considers potential opportunities and constraints to develop strategies.
  • Maintains relationships with clients by providing support, information and guidance, researching and recommending solutions.
  • Work closely with a team of Financial Planners who’s role is to prepare appropriate recommendations for sign off. Support is also provided through the findings and directions given via in house Investment Research Team.

The Person:

  • QFA Qualified
  • Degree in Business or working towards CFP Qualification
  • 5+ years in consultancy within the financial services industry.

What's in it for you?

  • Starting Basic Salary between €50,000 and €60,000 depending upon experience.
  • Car Allowance €9,000 pa.
  • Discretionary bonus based on KPI’s and Performance.
  • Standard working hours are from 8.30 to 5.30 Monday to Thursday and 8.30 to 3 on Fridays with lunch from 12.30 to 1.30 each day.
  • Annual leave for a new starter is 21 days. This increases to 23 days after 3 years of service and to 24 after 7 years.
  • Probationary period 6 months.
  • Health Insurance Allowance of €1,275 towards membership of the Group medical plan currently operated by Irish Life.
  • Membership of the pension scheme (5% employer and 5% employee) and disability plan on successful completion of the probationary period. Death benefit of 4 x basic salary commences from the date of joining service.
  • Educational support where deemed appropriate.
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