Financial Planning Consultant
Marsh McLennan
full-time
Posted on:
Location Type: Hybrid
Location: Cork • 🇮🇪 Ireland
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Advise individuals on all aspects of managing their wealth and related financial planning needs
- Develop relationships with existing corporate clients and provide expert financial planning advice to employees
- Generate new business opportunities including sourcing new individual clients from external channels
- Deliver presentations to employees on retirement planning and financial education
- Maintain a detailed sales pipeline
- Self-managing day-to-day workload
- Working with colleagues to optimise Mercer’s service and brand
Requirements
- Proven experience in providing financial planning advice to individuals or relevant pension experience
- Deep understanding of pensions and investments including relevant technical qualifications or knowledge
- Drive to meet sales goals and to generate own new business
- Clean driving license
- Minimum requirement is Qualified Financial Adviser (QFA)
Benefits
- Professional development opportunities
- Interesting work
- Supportive leaders
- Flexible work arrangements
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planningpensionsinvestmentssales pipeline managementbusiness development
Soft skills
relationship buildingpresentation skillsself-managementcommunication
Certifications
Qualified Financial Adviser (QFA)