Retirement & Investment Consultant

Job title:

Retirement & Investment Consultant

Company:

Cornmarket

Job description

Who We Are, we look after the financial wellbeing of public servants and their families. We’ve been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services – from car, home, health and life insurance, to income protection, retirement planning and beyond.Role PurposeRetirement & Investment Consultants are highly motivated and driven financial advisors who guide our retiring clients throughout the process of retirement. Financial needs and goals are assessed, and appropriate recommendations are made to help clients achieve these goals. As part of the client’s retirement plan expert advice is provided on ARFS, Investments, Single Premium AVCs & PRSAs, Savings Plans, Retired Members Life Cover, Cornmarket Tax Service and Life products. Retirement & Investment Consultants are expected to reach targets set down by the Head of Retirement & Investment. A customer focused approach requires Consultants to perform fundamental tasks and duties in a compliant, professional, and efficient manner. The role holder will be provided with a full diary of clients each week.Due to the specialised nature of advising Public Sector clients at retirement, all Retirement & Investment Consultants will receive an extensive training course prior to commencement of the role along with ongoing development within the role.Accountabilities of the RoleConducting financial fact finds with clientsGuiding clients throughout the process of retirement identifying what is required to meet their needs and goalsAdvising on the various options available to the client and implementing a retirement plan, by recommending the most appropriate course of actionBuilding and maintaining strong relationships with key stakeholdersGuiding the client throughout the process of setting up new investment/life policiesComplying with risk control and regulatory requirements that are relevant to this roleEnsuring compliance with company policies, regulatory, professional, and legal requirementsMaintaining commercial awareness relevant to this role in relation to changes in investment/life and pension products and industry specific changesWhat We Can Offer YouFlexible working from home options as part of our Cornmarket Flex ways of workingSignificant investments in your professional development (e.g. insurance qualifications, professional qualifications relevant to your role)Annual leave (increases based on service)Flexi leave (option to take additional annual leave)Attractive & flexible pension contribution ratesHealth insurance or wellness subsidyFully paid family leave types (maternity/paternity/surrogacy)Performance based bonus/commissionIncome protectionLife coverDiscounts on financial productsContinuous professional developmentComprehensive health & wellbeing programmeEmployee Assistance ProgrammeActive Sports & Social ClubSkills & Knowledge RequiredFull QFA essential upon commencement within the rolePrevious experience advising on financial products and life policiesTrack record in achieving targetsStrong analytical thinker, with ability to problem solveCustomer focused approachAbility to work on own initiative or as part of a teamStrong communication and stakeholder management skillsKnowledge of risk control & regulatory environment.Commercial awarenessBehavioural CompetenciesCan-Do Will Do attitude with a relentless focus on customerResilientAmbitiousSelf – MotivatedTarget DrivenInfluential IndividualControlled FunctionThis role is a ‘controlled function’ as defined by the Central Bank Reform Act 2010 Regulations 2011. Any appointment will be conditional on the company being satisfied that the appointee meets the requirements as set out in the Fitness and Probity standards issued by the Central Bank. This requires the company to complete prescribed due diligence to assess the appointee’s fitness and probity.Equal Opportunities & Data Privacy NoticeCornmarket is committed to building an inclusive workplace environment, We’re proud to be an equal opportunity employer, striving to create a welcoming environment. All qualified applicants will be considered for employment without regard to age, disability, ethnic background, family status, gender identify or expression, martial status, membership of the Traveller Community, national origin, race, religion, sexual orientation We are also committed to providing reasonable accommodations to qualified individuals with disabilities in the employment application process. To request an accommodation, please contact our Talent Acquisition Team. To review our data use practices, visit our .

Expected salary

Location

Ireland

Job date

Thu, 25 Apr 2024 05:07:04 GMT

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