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Senior Financial Consultant

The Senior Financial Planning Consultant role in Dublin involves providing expert financial advice to clients on investments, retirement planning, and insurance, while managing sales channels and client relationships. The consultant will develop sales strategies, nurture client relationships, and ensure compliance with regulations. This position is crucial as it helps clients achieve their financial goals, supports the company's growth, and maintains high standards of service and integrity within the brokerage. The role offers a competitive salary, benefits, and opportunities for professional development in a leading insurance brokerage.
Location: Dublin 22
Industry: Finance and Accounting Insurance Brokers
Sector: Financial Planner
Contract: Permanent
Position: Full-Time
Salary: €67k + bonus
Benefits: 22 Days Holidays + Bank Holidays Bonus Educational Assistance Health insurance Motor Expense Pension Scheme
Hours Per Week: 35 hours per week
Hours-Of-Work: 9:00 am to 5:00 pm (one hour for lunch)
Work Environment: Professional Office Based

Senior Financial Consultant, VAC-11868

Company Overview:

Join one of Ireland’s leading general and specialist insurance brokers, known for delivering comprehensive financial solutions with excellence. We are seeking an experienced and dynamic Senior Financial Consultant to strengthen our team and drive success through strategic sales initiatives.

About the Job:

As the Senior Financial Consultant, you will provide expert advice and guidance to clients on managing their finances to achieve their financial goals. This includes advising on investments, retirement planning, and insurance, and creating comprehensive financial plans aligned with clients’ objectives, risk tolerance, and time horizon.

Key Responsibilities:

Sales Channel Management:

  1. Develop and oversee various sales channels.
  2. Ensure these channels are performing optimally and contribute to the company’s growth.

Pipeline Cultivation:

  1. Work closely with internal teams and external advisors to build and manage sales pipelines.
  2. Focus on developing new business opportunities and maintaining existing ones.

Client Relationship Management:

  1. Build and nurture strong relationships with clients and prospects.
  2. Ensure client needs are met with high standards of service, providing a personalised approach to financial planning.

Event Management:

  1. Participate in or lead events and presentations.
  2. Use these opportunities to showcase expertise and the company’s services.

Team Support:

  1. Support management and colleagues in various tasks.
  2. Foster a collaborative and high-performing work environment.

Professional Advice:

  1. Provide expert advice on life, pensions, and investment products.
  2. Tailor financial solutions to meet the specific needs of clients.

Compliance Adherence:

  1. Ensure all financial recommendations and solutions comply with relevant regulations and standards.
  2. Maintain the integrity and trustworthiness of the brokerage.

Ideal Candidate Profile:

  • Experience: At least 7 years of sales experience with a proven record of achieving sales targets.
  • Qualifications: QFA qualification and a commitment to continuous professional development.
  • Skills:
    • Strong understanding of financial markets and broking environments.
    • Excellent organisational and communication skills.
    • Ability to prioritise tasks effectively and work both independently and as part of a team.
    • Proficiency in IT and systems to enhance sales processes.

Work Environment and Benefits:

Professional Office-Based Environment:

  • The role is based in a professional office setting with standard working hours from 9:00 am to 5:00 pm, including a one-hour lunch break.

Benefits Package:

  • Competitive salary with additional bonus opportunities.
  • Motor expense allowance of €7,200 per annum.
  • Pension scheme with 5% employer matching after 12 months.
  • 22 days of annual leave plus additional holidays.
  • Support for further education and professional development.
  • Permanent health insurance after 6 months of employment.

Reasons to Apply:

  • Opportunity to work with a leading brokerage firm known for its excellence and innovation in financial solutions.
  • Engage in rewarding work that significantly impacts clients’ financial well-being.
  • Access to continuous professional development and career growth.
  • Collaborative and dynamic work environment with supportive colleagues.

Application Process:

Interested candidates should submit their CV and a cover letter detailing their suitability for the role. Applicants must have a valid work permit for Ireland. The company respects privacy and processes personal data in compliance with their privacy policy.

Vivienne, Director and Lead Recruiter on this Latest Vacancy
If you would like to know more about this role please email vivienne@hallrecruitment.ie

Hall Recruitment Information:

If you are living in Ireland and hold a valid work permit, we would love to hear from you. Unfortunately, if you do not hold a valid work permit, we will not be able to assist you with your job search. Hall Recruitment is proud to be an Equal Opportunity Employer.

 By submitting your CV or personal details, you consent to Hall Recruitment processing your personal data. This is necessary to provide you with our services as a candidate. Hall Recruitment may contact you occasionally regarding further opportunities. We will not share your data with third parties without your prior consent. You can withdraw your consent at any time by emailing us at the address provided above. For more information, please see our Privacy Statement on our website.

This job is no longer accepting applications.
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