Financial Planning Consultant

  • Reference: D46753
  • Job Type: Permanent
  • Location: Kildare
  • Category: Banking & Finance

Excellent opportunity for an experiences Financial Planning Consultant to join a leader in the financial service industry based in Maynooth with international travel involved.

The primary function of the Financial Planning Consultant is to maintain & develop new business through management of existing portfolio of clients and sourcing new clients/referrals.

The ideal candidate:

  • Can take the initiative and has well- honed prospecting skills & excels at identifying and converting new customers.
  • Acts in the best interest of the client in providing professional services.
  • Applies mathematical methods or formulae as appropriate.
  • Analyses and integrates information from a variety of sources to arrive at solutions.
  • Uses logic and reasoning to consider the strengths and weaknesses of potential courses of actions. Presents logical and persuasive rationales.
  • Deals effectively with objectives and complaints.
  • Has an extensive knowledge of consultancy techniques, products and services
  • Excellent interpersonal skills and very strong at building business
  • Strong analytical and report writing skills allied to keen business
  • Willing to travel within Europe to meet clients

Qualifications

  • QFA/APA Qualified
  • Degree in Business or working towards CFP Qualification

Experience

  • 5+ years in consultancy within the financial services
  • Proficient in Microsoft office applications (word excel PowerPoint and outlook)
  • Has worked with CRM systems

For further information on this role, please contact Ciara Riordan on 01-6620088 or email ciara.riordan@collinsmcnicholas.ie

For more information on our Recruitment and HR Services, and to see a full list of our available jobs across Ireland. please visit our website at www.collinsmcnicholas.ie

For more information on Collins McNicholas, contact one of our five branches across Ireland in      Dublin,      Cork,      Galway,      Sligo,      Athlone

 


Firstname (required)

Surname (required)

Your Email (required)

Your phone

Upload CV (required)

Security Code captcha

Comment

Ciara Riordan

Contact Consultant

  • Ciara Riordan
  • Recruitment Consultant
  • (01) 662 0088
  • Connect with Ciara
Request a Call Back

Great Places to Work Event 2018

GPTW '18 CMCN 2
  What a night at the Great Places to Work Event! Over 900 attendees this year which is a record and The Clayton Hotel Burlington Road deserve great credit for running a smooth operation ensuring everyone was well looked after as always. The brilliant Camembert Quartet, house band of the Late Late Show, entertained us […]
read whole article

Job Seekers Guide

cmcn_hr_color
Everything you need to know to find a job, including; how to prepare a CV and cover letter, how to prepare for a job interview, how to navigate the modern job market, and much more.
view more