Senior Consultant – Financial Planning
The Ardonagh Group
full-time
Posted on:
Location Type: Hybrid
Location: Cork • Ireland
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Job Level
About the role
- Provide new business consultancy to prospective clients on a range of pre and post- retirement products, protections and pensions.
- Meeting clients / Generating Leads / Project work
- Providing advice to a new and existing client base
- Managing and continuously building relationships
- Developing new business opportunities through internal and external channels
- Achieving agreed targets and team-based goals
- Always adhering to company policies and procedures
- Managing local projects that contribute to the overall team proposition.
Requirements
- Desire to learn and grow in the role, desire to complete further education such as PMI APA
- Excellent organisational and communication skills.
- Represent the company and present on client sites as needed.
- Attend 1-1 EB clinics with employees on client sites.
- Represent the company at conferences and promotional events as needed.
- Other Ad hoc duties as required, such as attend Trustee / pension committee meetings.
- Minimum qualification QFA, preferred MIIPM, AIIPM, CFP, QPT, PTP
Benefits
- Professional development opportunities
- Travel when visiting client sites and conferences
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
organisational skillscommunication skillsrelationship managementlead generationproject managementclient consultancybusiness developmentteam collaborationtarget achievementadherence to policies
Certifications
QFAMIIPMAIIPMCFPQPTPTPPMI APA