Senior Financial Planner
Our client is seeking an experienced and ambitious CFP Qualified Financial Planner to join their expert team in providing holistic financial planning advice.
Key Duties;
- Identify financial planning needs with clients of the firm
- Provide professional and best advice according to client’s needs
- Make recommendations and provide solutions to client’s requirements
- Ensure client meetings are conducted in a timely efficient manner
- Work towards agreed business targets
- Maintain and develop relationships with clients
Requirements;
- Must be CFP Qualified
- 5+ years’ experience in financial planning and advising on Irish products
- Strong knowledge within life, pensiona and investments
- Strong interpersonal and communication skills
- Proficiency in MS Office Systems
- Knowledge of WealthTrack and Voyant are an advantage
If you are interested, please send your CV to nmccabe@eirkoo.ie, otherwise for a confidential chat you can phone our office and ask for Nikki on 01 699 1200
Appy Now
