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Ireland, Dublin, Dublin
Hybrid
Europe
Lockton - Experienced Professional
Financial Planning Consultant
Lockton’s employee benefits business is looking to make a small number of acquisitions; as a result of these acquisitions and Lockton’s organic growth, we will have a large number of individual clients and prospects requiring financial planning support.
The purpose of the Financial Planning Consultant will be to deliver customer- focused financial planning advice to individual customers in relation to their retirement planning and their broader financial wellbeing; to develop and grow a strong portfolio of individual clients and support the delivery of member services into corporate clients. The role is a senior position and will report to the Head of Financial Planning.
The successful candidate will need to have strong experience in delivering financial planning advice to individuals; you will need to demonstrate a track record in meeting commercial/ financial targets and be a self-starter with a strong business development capability.
We are looking for individuals with the following knowledge and skills:
Full Time Permanent