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    Senior Pensions Advisor - Dublin, Ireland - The Panel Group

    The Panel Group
    The Panel Group Dublin, Ireland

    6 days ago

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    Description
    Our client, a large wealth manager, is currently seeking aSenior Pension Advisor to join their team. The Job Collaborate closely with Private Client Advisers to construct suitable financial plans Directly liaise with clients and external providers to clarify details for financial plans Identify and communicate additional opportunities to Private Client Advisers for clients Prepare reports outlining wealth and cashflow projections, personal financial goals and advice for clients Assist in briefing the wider Wealth Management team on legislative and technical changes Ensure technical information used for client advice is up-to-date and accurate Work closely with existing financial planners to manage priorities and timely delivery of financial plans The Candidate QFA Certified (at a minimum)

    CFP certified or working toward this qualification is an advantage Min 5+ years' experience in financial services with a thorough knowledge of financial planning Strong technical knowledge of various financial planning products, services, and strategies, including legislative and tax implications Experienced in dealing with private clients and HNWs Skills:
    pension advisor wealth management qfa cfp Financial Advisor HNW Private clients Benefits: Group Life Assurance Laptop Medical Aid / Health Care Pension Fund Performance Bonus
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