Senior Financial Planning Consultant

Abrivia Recruitment View all jobs

  • Leinster
  • €85,000-100,000 per year
  • Permanent
  • Full-time
  • 25 days ago
  • Apply easily
Description:Senior Financial Planning Consultant, South EastAn excellent opportunity has arisen for a Senior Financial Planning Consultant to join a leading firm in the South East. In this role, you will manage a team of experienced consultants within an established and growing Financial Planning function. You will provide specialist financial planning advice to individual clients, with a focus on retirement planning, investments, and overall financial wellbeing. Alongside delivering client-centric advice, you will develop and grow a portfolio of individual clients and support the delivery of member services into corporate clients, reporting directly to the Head of Financial Planning.Key Responsibilities:
  • Strong experience in delivering financial planning advice to individuals
  • Deliver expert financial planning advice to individual clients, including pensions, investments, and wealth management.
  • Build and manage a strong portfolio of individual clients.
  • Support the delivery of member services for corporate clients.
  • Work towards and exceed commercial and financial targets.
  • Contribute to the development and mentorship of junior team members.
You will have:
  • CFP (Certified Financial Planner) qualified or working towards.
  • Minimum of 10 years experience in individual financial planning.
  • A deep understanding of financial, pension, and investment products.
  • Exceptional relationship management skills, with the ability to build long-term client trust.
  • Demonstrate a track record in meeting commercial/financial targets and be a self-starter with a strong business development capability.
  • A client-first mindset, focused on delivering outstanding financial solutions.
  • A strong team ethos, with a willingness to support and mentor junior colleagues.
For more information on this role please feel free to call contact Honor.
All applications are in strictest of confidence.

Abrivia Recruitment