Financial Planner

  • Reference: LK115566
  • Job Type: Permanent
  • Location: Clare, Limerick
  • Category: Banking & Finance

Financial Planner – Metis Ireland

Our client a leading Financial Consultancy firm in the Mid-West is currently seeking a Financial Planner to join their team. This is an excellent opportunity to join an expanding firm which would ideally suit someone who is interested in the analytical and technical side of financial planning rather than a sales based role. To be considered you must be QFA qualified.

Key Responsibilities

  • Analysis and interpretation of client data
  • Providing key solutions to meet client’s financial goals
  • Preparing detailed financial plans for clients with the aid of financial planning software
  • Liaising closely with administrators to ensure financial plans are drafted up timely and efficiently
  • Supporting Financial Advisors in presenting key financial plans to clients
  • Relationship building with existing client base

Key Requirements

  • 3yrs+ experience in a similar role in a Financial Services environment
  • QFA Qualified(essential)
  • RPA Qualified(Desirable)
  • CFP Qualification would be a strong advantage but not essential
  • Strong analytical and problem solving skills
  • Proficiency in all Microsoft office suites
  • Strong communication and presentation skills
  • Commitment to continued professional development




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Chloe Sheehan

Contact Consultant

  • Chloe Sheehan
  • Recruitment Consultant
  • 061 512271
  • Connect with Chloe

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