Senior manager position, combined with Financial Planning advisory role to new clients and also existing client base stretching back 20 years.Also responsible for the development and management of our Paraplanning team and their role in the sales process along with the mentoring of junior sales.

.Financial Advice relating to the following;Pensions - Pre-Retirement Planning & Strategies, advice relating to investment strategy, changes in pension legislation and appropriate level of contributions concerning individual and executive/occupational pensions.Post-Retirement Investment Strategies regarding income and Growth and risk analysis. Investments & savings - RISK ASSESSMENT. Structuring of investment portfolios for clients' short/medium/long term investment objectives,Rebalancing existing portfolios. Focusing on strategies that provide Capital Protection, Absolute Returns and Equity Portfolios.Protection - Ascertaining appropriate levels of protection for clients with regard to life cover, mortgage protection, income protection relating to family protection. Specific focus on appropriate levels of Business Protection for start up and established companies, such as Corporate Share Buy Back / Partnership Protection and Keyman Cover.

responsible for advising clients of two of Irelands largest AIB branch's, Dame St. and O'Connell St in Dublin, in all areas of Pensions, Investments and Protection products.

Providing Life, Pensions and Investment advice to clients of Bank of Ireland througout the province of Munster from 1995 to 1996 adn then specifically to the main branches of BoI in the Limerick City and County area.