Senior International Financial Planner
We are a team of experts who provide investment and pensions advice, to preserve our clients’ wealth, manage their assets and grow their investments. We are looking to hire an experienced Financial Planner to provide sound advice to our clients in Ireland and mainland Europe as well as grow our client bank.
You will have a proven track record of success and be capable of growing our numbers of clients, both from referrals and new relationships.
You will have extensive knowledge and experience of providing advice in all aspects of Financial Planning.
What is the role description?
Your role will be to do what you do best… provide trusted, holistic advice to new and existing clients.
As a new business generating Senior International Financial Planner, you will be responsible for meeting with existing and potential clients to understand their financial needs and aspirations, looking for business opportunities that align with the values of Forth Capital’s advice structure.
Day to Day you’ll be…
- Planning, implementing and executing your business plan in line with agreed targets.
- Conducting meetings providing holistic financial advice to help clients achieve their financial goals.
- Creating referrals/leads and generating new clients/business.
- Preparing and conducting Annual Suitability Reviews for your existing client book, adhering to our compliance standards.
- Conduct all client meetings in line with Forth Capital’s business standards.
- Achieving the requisite level of qualifications and maintaining knowledge through Continuous Professional Development (CPD).
- Assisting the Marketing Director to generate new lead flow ideas/campaigns.
What skills and experience will help me succeed…
- Advising for a minimum of 5 years with a successful track record of providing financial advice.
- QFA Qualified.
- Working knowledge of Xplan or similar CRM system is advantageous.
- UK Level 4 Qualified would be advantageous.
- Experienced Pensions adviser.
Benefits…
We are looking for people with an entrepreneurial mindset that appreciate the true benefits of performance related remuneration:
- Retainer potentially available whilst growing client base.
- Competitive share of fees generated both initial and ongoing trail.
- Enhanced remuneration available after certain levels of business and service.
Want to join the team or ask more questions?
Just send your CV to [email protected] and a member of our team will be in touch.
