Financial Consultant

Job Description

Financial Consultant | Permanent| Dublin/ Hybrid Are you a passionate financial expert looking to make a meaningful impact on the financial well-being of individuals, families, and businesses?

Financial Consultant | Permanent| Dublin/ Hybrid

Are you a passionate financial expert looking to make a meaningful impact on the financial well-being of individuals, families, and businesses? Our client is a leading Financial Services Company experiencing substantial growth. They are seeking a Financial Consultant. In this role, you will work closely with clients to understand their financial circumstances, provide expert advice, and help them achieve their short-term and long-term financial goals. If you're committed to ethical practices and financial excellence, we want to hear from you.

Principal Accountabilities:

• Prioritize client interests and market integrity in all business dealings.
• Identify and assess client needs and objectives, offering well-informed recommendations.
• Ensure fair treatment of clients at all times.
• Adhere to regulatory and ethical standards, including compliance with:
• Minimum Competency Code
• Consumer Protection Code
• Fitness and Probity Standards
• Data Protection Legislation
• Prudential regulations
• Money Achieve new income targets by delivering ethical advice and top-tier solutions to clients.

RESPONSIBILITIES

• Foster and manage existing client relationships.
• Develop new client relationships through networking and market strategies.
• Build relationships with key referrers within Business Insurance Division.
• Provide coaching and support to referrers to identify potential financial services needs.
• Demonstrate expertise in pensions, investment, and protection products.
• Conduct annual reviews and consultations as needed.
• Address new business inquiries from existing customers.
• Research the market for suitable products and funds.
• Cultivate strong relationships with professionals such as accountants and solicitors.
• Conduct in-depth client reviews to identify financial needs and objectives.
• Complete risk profile questionnaires and translate results into recommendations.
• Assist clients in making informed financial decisions.
• Stay updated on financial products and legislative changes affecting clients' goals.

REQUIREMENTS

• Effective time management and prioritization skills.
• Attention to detail and accuracy.
• Collaborative and team-oriented mindset.
• Strong interpersonal and communication skills.
• Commitment to ongoing professional development and adherence to Minimum Competency Code.

Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.

BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.