Financial Planner

Job title:

Financial Planner

Company

Wallace Myers

Job description

PermanentDublin City Centre, Dublin€50000 – €55000 per annum Commission, Pension, Health InsuMy Client is seeking a dynamic Financial Planner who will play a pivotal role in retaining our existing portfolio of clients while also driving new business growth. This individual will be responsible for providing exceptional customer service, crafting tailored financial plans, and fostering strong client relationships.Responsibilities:

• Develop and implement clear and tailored financial plans for clients.
• Expand the existing client base through effective networking, referrals, and proactive prospecting.
• Conduct regular reviews with clients to ensure their evolving needs are met.
• Ensure compliance with Central Bank CPC requirements and maintain professional CPD requirements.
• Collaborate with management to maintain excellent reporting and pipeline management.
• Efficiently manage the annual review process for existing clients to ensure business retention and customer satisfaction.
• Coordinate with the administration team to deliver seamless service to clients.
• Uphold compliant internal processes and procedures for the Financial Services team.

Requirements:

• Possess a recognized industry qualification.
• Demonstrated expertise in Life and Pensions with a strong track record in sales and advisory roles.
• Exceptional communication skills with the ability to thrive in a fast-paced, target-driven environment.
• Proven ability to prioritize tasks and manage a busy schedule effectively.
• Self-starter mentality with the capability to work independently and as part of a team.
• Experience with Voyant and Money Advice is advantageous but not mandatory.

At Wallace Myers International Recruitment Agency we specialise in sourcing professionals for key industries and services. See our website for more details.Privacy Policy: By applying for this role you are agreeing that your details will be stored in our database and may be considered for similar future positions. For more info see wallacemyers.ie/privacy-policyThis position was pPosted on 27 Mar 2024

Expected salary

€50000 – 55000 per year

Location

Dublin

Job date

Fri, 29 Mar 2024 01:00:22 GMT

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