Description
ES Talent Management have partnered with a global insurance company who are hiring for their private client wealth division.
About the Role
The purpose of the Financial Planning Consultant will be to deliver customer-focused financial planning advice to individual customers in relation to their retirement planning and their broader financial wellbeing; to develop and grow a strong portfolio of individual clients and support the delivery of member services into corporate clients. The role is a senior position and will report to the Head of Financial Planning. This role can be based in Dublin or Waterford.
Key Responsibilities
Responsibilities
- Deliver customer-focused financial planning advice to individual customers.
- Develop and grow a strong portfolio of individual clients.
- Support the delivery of member services into corporate clients.
Skills, Knowledge and Expertise
Qualifications
The successful candidate will need to have strong experience in delivering financial planning advice to individuals; you will need to demonstrate a track record in meeting commercial/financial targets and be a self-starter with a strong business development capability.
Required Skills
- Strong people skills and substantial experience in building client relationships.
- 2-3 years of relevant experience as a Financial Planning Consultant in financial services with a specific focus on Individual financial advice and Group employee benefits.
- A deep understanding of financial, pension and investment products.
- A passionate focus on delivering for customers.
- A strong team ethos and able to assist in developing junior staff.
- The role holder will be required to have QFA status and ideally plan to pursue CFP status.
Preferred Skills
- Experience in financial planning and advisory roles.
- Knowledge of regulatory requirements in financial services.
About ES Talent Management
Our Talent Management solutions are people-led and expertise-driven. We understand the importance of people within a business and work closely with our clients to ensure that their people solutions bring their business strategies to life.
Our offering is different. The future of work is demanding a flexible and quality-driven model and we have created solutions that not only facilitate flexibility but actually foster agility, innovation and most importantly results.
We have a community of experienced, qualified and skilled professionals who we match to client assignments focussing not only on relevant skills but also on our value-added services.
We are part of the global HR-Path network, with partner companies who specialise in HR, Business & Technology Consulting, bringing in-depth knowledge of regulatory changes, evolving market trends and technology breakthroughs across our international network.
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