Senior Financial Planner
About Your New Employer
Join one of Ireland’s leading financial services brokerages, take advantage of high intent customer enquiries delivered straight to CRM, ensuring constant, quality leads. Enjoy a supportive, collaborative culture with a strong focus on training, personal development, and career progression, this is a great opportunity for an experience Financial Planner to take on a role within a leading brokerage.
About Your New Job
- As a Senior Financial Planner, you will actively identify and convert sales opportunities from an existing client base and inbound enquiries.
- You will provide expert, professional advice across protection, pensions, savings & investments, mortgages, and business/personal financial planning.
- You will be responsible for adhering to industry regulations and company procedures, working to agreed sales targets and service standards, and delivering a best-in-class customer experience through online, phone, and face-to-face consultations.
What Skills You Need
- Qualified Financial Advisor (QFA) is essential; Certified Financial Planner (CFP) preferred.
- Proven track record in financial advisory sales and previous experience in a brokerage or financial institution.
- Excellent communication skills and ability to build strong customer and team relationships.
- Strong customer service across phone, email, web-meetings, and in-person.
What's on Offer
- Highly Competitive Salary, with uncapped commission/bonus.
- Flexible working arrangement: Hybrid and fully remote options, Monday to Friday, day shifts.
- Comprehensive Benefits: Company pension, income protection, employee wellness programme, training & full administrative support, career progression, and more.
What's Next
Apply now by clicking the “Apply Now” button, or contact Aoife Lowe, alowe@sigmar.ie 01 474 4643. If this role isn’t quite right but you’re interested in similar opportunities, please get in touch. Multiple permanent and long-term roles available!
