Senior Financial Planning Consultant

Senior Financial Planning Consultant Our client is seeking Experienced and Driven Financial Advisors to join their professional team in providing best class financial advice to their clients

Hybrid Working Options Available

Main Duties:

• Maintain and build long-lasting relationships with clients of the firm
• Provide financial planning advice to clients with respect to needs
• Ensure client meetings are conducted in a timely and efficient manner
• Work towards agreed finanical targets 
• Ensure all processes are in line with industry standards 

Requirements:

• Must be QFA Qualified at a minimum
• RPA / CFP qualifications are desirable
• Minimum 3+ years’ experience in a life and pension consultancy role 
• Strong knowledge of the full suite of irish financial planning products and policies
• Confident and professional in their apporach to daily work tasks

Please apply through the portal to send your CV to nmccabe@eirkoo.ie for consideration Appy Now