Financial Consultant

RightMove is now hiring an experienced Financial Consultant for our client based in Dublin.

Financial Consultant Job Responsibilities:

Financial consultants will advise clients on a range of financial services and decisions, including budgeting, saving for big purchases, retirement planning, investing and trust and estate planning.

Key Responsibilities include:

  • Helps clients create financial plans to achieve their goals.
  • Answers financial questions and addresses concerns.
  • Responds to client calls and emails promptly.
  • Builds long-term client relationships.
  • Meeting clients / Generating Leads / Project work.
  • Analyzes market and economic trends.
  • Stays up to date on relevant government policies.
  • Maintains client confidentiality.
  • Collaborates with other financial planners.

Financial Consultant Qualifications and Skills:

  • Develops strong client relationships and has excellent client services skills.
  • Communicates financial information clearly and has strong written and verbal communication skills.
  • Manages multiple client accounts simultaneously and has good time-management skills.
  • Works well independently and with colleagues.

Education and Experience Requirements:

  • A bachelor’s degree in finance, economics, business, accounting or a related major is required.
  • A master’s degree in finance, economics, business, accounting or a related major is a plus.
  • A Certified Financial Planner (CFP) license is required.
  • Be a Team player with a focus on working as one team.
  • Strong understanding of relevant regulatory requirements required.
  • Have a strong background in lead generation and ability to build strong internal relationships.

Job Category: Finance
Job Type: Full Time
Job Location: Dublin
Salary: €38.000-€45.000 per year

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