This position will incorporate the provision of pension and financial planning advice and retirement solutions to high-net-worth individuals. The successful individual will work as part of a team of in-house financial planning experts, providing technical expertise and meeting support, working closely with our investment and Private Client Adviser teams. As part of a dynamic environment, the role will require an innovative and commercial skillset to drive positive outcomes for existing clients and new prospects.
In the role, the successful candidate will:
- Have a comprehensive understanding of the Irish pension and wealth management market and apply this knowledge in dealing with internal and external stakeholders.
- Work with the Financial Planning, Investment and Adviser teams to develop innovative solutions for high-net-worth individuals incorporating knowledge of pension, tax, protection and investment disciplines.
- Develop a deep understanding of the pensions platform together with the evolving pensions landscape and apply this knowledge in dealing with clients to drive new opportunities.
- Drive and contribute to key strategic and commercial initiatives across Private Clients.
- Contribute to thought leadership to pro-actively deliver key messages to clients and increase awareness of pension and financial planning proposition in the marketplace.
- Support the business to deliver excellent customer outcomes in a risk conscious manner.
About you
We are looking for somebody who has the following background and skills:
- Degree or Masters level qualification in a business related discipline;
- Minimum 5 years’ experience in a pensions technical / retirement advice related role;
- Strong communication and presentation skills with significant experience delivering retirement and pensions advice to clients in a clear and concise manner.
- Comprehensive knowledge of the Irish pension and tax regulations and legislation;
- Completion of a professional qualification in a related discipline;
- QFA qualification;
- Excellent attention to detail;
- Self-motivated, commercial and entrepreneurial in nature;
- Strong organisational skills, including the ability to manage conflicting priorities and to manage large projects to a successful outcome;
- An ability to work effectively as part of a team in a dynamic environment, and to manage key stakeholders across the business and externally;
- A high level of proficiency in MS Word, Excel, Outlook and PowerPoint.
Contact | 01 947 6324 or [email protected] | #LI-CO2
