Financial Consultant
About the job
Financial Planning Consultant| Permanent | Dublin / hybrid
Due to both organic growth and recent acquisitions, our client is expanding their team and seeking a Financial Planning Consultant to join their employee benefits business. As a result of this growth, they now have a significantly larger number of individual clients and prospects who require expert financial planning support.
This is a senior role reporting to the Head of Financial Planning. The successful candidate will be responsible for delivering customer-focused financial planning advice, with a particular focus on retirement planning and overall financial wellbeing. You will also support the delivery of member services to corporate clients and play a key role in developing a strong portfolio of individual clients.
Key Responsibilities:
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Provide high-quality financial planning advice to individual clients, especially in relation to retirement and broader financial wellbeing
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Support the delivery of employee benefits and member services into corporate clients
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Build and maintain a strong portfolio of individual clients through proactive business development
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Contribute to a high-performing, customer-focused team and mentor junior team members where appropriate
About You
We are looking for a dynamic, motivated professional with a . You should be commercially minded, self-driven, and passionate about delivering excellent service.
The ideal candidate will have:
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QFA qualification (Certified Financial Planner status would be a distinct advantage)
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Substantial experience in delivering individual financial advice
- Strong track record in financial planning and client relationship management
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A proven ability to meet financial and commercial targets
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Deep knowledge of financial, pension, and investment products
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A client-first approach with excellent interpersonal and communication skills
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Experience working within both individual advice and group employee benefits
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A collaborative mindset with the ability to support and develop junior staff
