Retirement & Investment Consultant
Retirement & 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 Role
Conducting financial fact finds with clients
Guiding clients throughout the process of retirement identifying what is required to meet their needs and goals
Advising on the various options available to the client and implementing a retirement plan, by recommending the most appropriate course of action
Building and maintaining strong relationships with key stakeholders
Guiding the client throughout the process of setting up new investment/life policies
Complying with risk control and regulatory requirements that are relevant to this role
Ensuring compliance with company policies, regulatory, professional, and legal requirements
Maintaining commercial awareness relevant to this role in relation to changes in investment/life and pension products and industry specific changes
What We Can Offer You
Flexible working from home options as part of our Cornmarket Flex ways of working
Significant 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 rates
Health insurance or wellness subsidy
Fully paid family leave types (maternity/paternity/surrogacy)
Performance based bonus/commission
Discounts on financial products
Continuous professional development
Comprehensive health & wellbeing programme
Employee Assistance Programme
Active Sports & Social Club
Skills & Knowledge Required
Full QFA essential upon commencement within the role
Previous experience advising on financial products and life policies
Track record in achieving targets
Strong analytical thinker, with ability to problem solve
Customer focused approach
Ability to work on own initiative or as part of a team
Strong communication and stakeholder management skills
Knowledge of risk control & regulatory environment.
Can-Do Will Do attitude with a relentless focus on customer
Self - Motivated
This 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 Notice
Cornmarket 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 Recruitment Data Privacy Notice.