Financial Advisor
CurrentWorking for Cornmarket , we are the Irish public sector’s largest provider of financial services.In my current role , I specialise in advising public sector workers who are approaching retirement on various aspects of the retirement journey. Day to day duties include : - Conducting financial reviews with public sector workers to accurately advise on their pension and lump sum entitlements at retirement - Dealing with client queries in a timely and professional manner in relation to various financial matters - Accurately advising on AVCs & PRSA’s and if these are appropriate for clients taking them through the set up process for same & advising on how these additional pensions will be treated at Retirement (I.E how much a client may look to get tax free from same, possibility for ARFs, etc)