Partner
Banking & Treasury |
Insurance | Executive
Wealth Consultant - Pension Advisor
Job ref: 48809
LocationDublin City Centre
SectorFunds & Investment Management, Banking & Treasury
Job typePermanent
SalarySee description below
Our client, a large wealth manager investment manager, is currently seeking a Wealth Consultant - Pension Advisor to join their team.
The Job
The Candidate
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