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 astokes@elevatepartners.

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