DESCRIPTION

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.
This role can be based in Dublin or Waterford.

CANDIDATE PROFILE

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:

• Strong people skills and substantial experience in building client relationships
• Relevant experience in financial services with a specific focus on Individual financial advice and Group employee benefits
• A deep understanding of financial, pension and investment products
• A passionate focus on delivering for customers
• A strong team ethos and able to assist in developing junior staff
• The role holder will be required to have QFA status and ideally have CFP status

Please refer the Job description for details