Financial Planner

Competitive
Permanent
Dublin City Centre
12 Jul 2019
BBBH736103

Financial Planner Manager, Greater Dublin

Out Banking client is seeking an experienced individual to join their Greater Dublin team on a 12 month contract basis as a Financial Planning Manager

Ideally looking for;

  • For an experienced and high performing Financial Planning professional, this role offers an excellent opportunity to gain exposure within our Retail Banking function in a large and complex organisation
  • As Financial Planning Manager, you'll develop strong and effective relationships with their customers, and build a clear picture of their circumstances in order to help them achieve their financial goals
  • The banks customers need their money to be well managed, and in Financial Planning, we provide the right information to help our customers make good decisions about protecting what matters most to them
  • This role is being offered on a 12 month basis

The skills you'll need

To be successful in this role you'll need to be QFA qualified and have a strong background in Financial Planning sales, and a breadth of experience working towards targets and to tight deadlines. With a good working knowledge of investment and insurance products, you'll have excellent analytical skills and time management, and the ability to address potential problems and produce timely solutions.

Morgan McKinley is acting as an Employment Agency in relation to this vacancy.

Please note that any references to salary or pay rates in this advertisement and in the salary refinement section are indicative only and should only be used as a guide.

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Susan Kelly's picture
Associate Director | Financial Services & Senior Appointments
Dublin 01 4485614 | skelly@morganmckinley.ie