About Your New Employer: 

Our client is a boutique financial planning firm that offers a wide variety of financial planning services to suit their customers individual needs. 

What You Will Do: 

• Onboard new clients
• Proactively manage own pipeline
• Ability to assess and analyse clients’ financial circumstances to determine their requirements
• Ensure client meetings are conducted in a timely efficient manner
• Make recommendations and provide solutions to client’s requirements
• Manage implementation of product recommendations
• Responsible for the compliance around new product implementation

Who You Are:

• QFA qualification is a prerequisite
• 5+ years experience
• Confident with clients
• A proactive approach to developing this function
• Results-driven & objective focused
• Self-starter with a high degree of initiative without needing direction
• Expert knowledge of investments, pensions, protection, and savings products
• Ability to work as part of a team
• Proficiency in Microsoft Office, Excel, and Microsoft Outlook
• Ability to be flexible and adaptable
• Knowledge of Wealthtrack and Voyant would be a significant advantage

What's on offer: 

• Excellent remuneration packages available
• Hybrid, flexible working model in place
• 22 annual leave plus company days
• 5% employer pension contributions (following successful probation)
• Income protection (following successful probation)

What's Next:

Apply now by clicking the “Apply Now" button or call me, Jamie Kendall on 01-4744602 or e-mail me on jkendall@sigmar.ie

Or if the job isn’t quite right but you are looking for something similar, please get in touch

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