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    Financial Planner - Dublin, Ireland - Morgan McKinley

    Morgan McKinley
    Morgan McKinley Dublin, Ireland

    6 days ago

    Morgan McKinley background
    Description
    Financial Planner Morgan McKinley has partnered with a leading financial institution who are seeking to hire a Financial Planner.

    This role sits within a team of experienced in-house financial planning professionals and is focused on providing support to a strong private client base.

    Successful hires will have the opportunity to develop a career in wealth management with one of Irelands strongest brands. Responsibilities Continually engage with clients to provide tailored financial solutions. Service and develop strong relationships with an established portfolio of clients. Cashflow forecasting. Proactively identify and respond to client needs, contributing to the achievement of business objectives. Identify planning opportunities across multiple disciplines e.g. Pensions, tax, protection and investments. Stay abreast of legislative changes and industry developments, applying this knowledge to deliver comprehensive solutions. Reviewing work completed by other team members to ensure a suitably high standard. Requirements Ideally holds a third level qualification - in a business, finance or accounting. This role would suit candidates who have completed an accountancy, tax, CFP or pension qualification. At least 2 years experience in the financial services industry. Client facing experience is desirable. Exceptional interpersonal skills. The salary range for this role is negotiable depending on experience and supported by a solid benefits package. For further information and to discuss in confidence, please apply with an updated CV. Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.

    BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.


    Skills:

    Financial Planning Wealth Management Financial Services Benefits:
    Work From Home
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