Financial Planner

We have an exciting opportunity for an experienced and Certified Financial Planner to join a Credible Financial Planning Brokerage firm based in Dublin

Key Responsibilities:

• Build and maintain strong relationships with existing clients, ensuring a professional, consistent, and high-quality service experience.
• Evaluate clients' financial situations and long-term objectives to understand their individual needs and priorities.
• Develop personalised financial strategies, providing expert guidance and recommending suitable financial solutions tailored to each client's goals.

Skills & Experience:

• Certified Financial Planner (CFP) qualification.
• Demonstrated ability to establish and maintain strong, professional client relationships.
• Comprehensive knowledge of investments, pensions, protection, and savings products.
• Strong team player with the ability to collaborate effectively across departments, including client services.
• Experience using financial planning software such as Voyant and online application systems is advantageous.

Benefits Package:

• Pension Contribution
• Death in Service
• Income Protection
• Generous Days Annual Leave
• Hybrid Working / Work-Life Balance
• Attractive Bonus Incentive
• Competitive Salary