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


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


  • 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

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

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


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Ciara Riordan

Contact Consultant

  • Ciara Riordan
  • Recruitment Consultant
  • (01) 662 0088
  • Connect with Ciara
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