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.ie or apply directly below.

Senior Financial Planner

Job Description