Senior Financial Planner

Company : Elevate Partners

Job Description - Senior Financial Planner

We are currently working with a growing wealth management firm that are looking to hire a Senior Financial Planner to join their team in Limerick.

Responsibilities:

Drive new business opportunities and consistently achieve sales targets while maintaining a client-focused approach and adhering to regulatory requirements
Manage and develop an existing portfolio of clients. Conducting regular financial reviews and identifying opportunities to enhance their financial plans
Generate new business through client referrals, existing relationships and prospective client enquiries
Provide tailored financial advice and recommendations based on individual client needs, objectives and financial circumstances
Manage the end to end sales and application process, ensuring all documentation is completed accurately and policies are processed efficiently

Requirements:

Ideally 5 years experience as a Financial Planner/Advisor
QFA essential and CFP desirable
Excellent communication and interpersonal skills
Excellent technical skills in the areas of pensions, investments, protection and savings
Excellent organisational skills

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.

Original job Senior Financial Planner posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.

Share Job

Get your Resume Reviewed for Free

Similar Senior Financial Planner Jobs in Ireland

Get your Resume Reviewed for Free

Email address

Why are you reporting this job?

I think it’s a discriminatory or offensive

I think it’s fraudulent or a scam

I think it’s trying to sell something unrelated to the job / it’s asking for money

I think it contains incorrect or broken information

Other

All Job Ads are subject to GrabJobs’s Terms of Service. We allow users to flag postings that may be in violation of those terms. Job Ads may also be flagged by GrabJobs moderation team. However, no moderation system is perfect, and flagging a posting does not ensure that it will be removed.

Setup your job alert:

Frequency

By activating job alerts, I agree to GrabJobs Terms & Privacy Policy. I can unsubscribe to job alerts anytime. Skip

Senior Financial Planner

Job Description - Senior Financial Planner

Similar Senior Financial Planner Jobs in Ireland

Mobile Apps