Senior Consultant - Financial Planning
Reporting to the Associate Director, the purpose of the role is to provide new business consultancy to prospective clients on a range of pre and post- retirement products, protections and pensions.
This role is part sit in our Arachas Employee Benefits team which is an engaging environment working with some of the best people in our industry. The Employee Benefits and Financial Planning team emphasise a high quality, client centric approach, enabling clients to make better decisions. Each member of the team is valued and are encouraged to develop their skills and education to enable the provision of professional best advice to our clients.
Role Accountabilities
• 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
Person Specification:
Take responsibility for developing personal skill, knowledge and competency levels
Willingness to learn & develop.
Strong work ethic.
Location
Role based in Cork, Limerick, Waterford – office to be confirmed (current practice – geographically closest to your home). Some travel will be required when visiting client sites, conferences, and will be agreed in advance.
Arachas is Ireland’s largest nationwide insurance broker, employing over 700 professionals across 14 offices. We provide a comprehensive range of insurance products and services for both commercial and personal clients, leveraging our extensive relationships and deep market knowledge.
Arachas is committed to innovation, offering unique sector-specific solutions for complex insurance needs while fostering an inclusive workplace. We actively engage in community initiatives, including partnerships with charities and voluntary organisations.
When you join Arachas, you join a team of problem solvers, who collaborate well together and go the extra mile to get the best cover for their customers.
Arachas is part of the Ardonagh Group, one of the world’s largest independent insurance distribution platforms and a top 20 global broker with a combined workforce of 12,000 colleagues and a network spanning 250+ locations in more than 30 countries.
www.arachas.ie and Arachas Insures Ireland
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- Business area
- Arachas
- Role
- Other General Insurance
- Locations
- Cork
- Remote status
- Hybrid
About Ardonagh Europe
The Ardonagh Group is one of the world’s leading independent insurance distribution platforms. We are a collection of best-in-class entrepreneurial and specialist brands with a network of over 250 locations and more than 12,000 employees. Across our portfolio, we offer a highly diversified range of insurance-related products and services. From complex multinationals to individuals purchasing personal insurance policies, our understanding of the audiences we serve, together with our scale and breadth, allows us to work with our insurer partners to deliver a broad range of product and risk solutions that meet customer needs.
Find us on LinkedIn or visit www.ardonagh.com