Retirement & Investment Consultant

Who We Are At Cornmarket, 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 Purpose 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 Return 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 Income protection Life cover 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. Commercial awareness Controlled Function 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.