Senior Financial Planner

Company : Elevate Partners

Job Description - Senior Financial Planner

We are currently working with a leading Wealth Management firm who are looking to hire a Senior Financial Planner to join their private clients division.

Responsibilities of this Senior Financial Planner Job:

Liaise with Private Client Advisers to help identify suitable clients with insurance and protection needs, with a particular focus on the needs of business owner clients and clients that are engaged in succession planning
Review detailed client financial plans prepared by members of the Financial Planning team to ensure high quality insurance and protection advice and to identify insurance needs within
Conduct market reviews of most suitable insurance policies in the market to meet individual client needs. Recommend and implement policies, closely maintaining relationships with relevant life companies in the market and in larger or more complex cases, liaise directly with the underwriters in order to help secure the best possible terms for our clients
Promote and raise awareness of insurance and protection solutions with Private Client Advisers and their clients through training and educational events
Contribute to reviews of financial plans and processes to meet the changing insurance and protection needs of our clients

Requirements of this Senior Financial Planner Job:

Degree or Masters level qualification
Knowledge of or previous experience with implementing insurance products available in the Irish market is essential
QFA qualification. APA, CIP, MIP or CFP desirable
Excellent attention to detail
Exceptional interpersonal skills, listening and communication skills with a high level of empathy

For more information on this Senior Financial Planner job or to discuss in more detail, contact Aoife Stokes at [email protected] or apply directly below

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Senior Financial Planner

Job Description - Senior Financial Planner

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