Senior Financial Planner

Elevate Partners

Dublin
Permanent
Full-time

24 days ago
Apply easily

We are currently working with a leading Wealth Management firm who are looking to hire a Senior Financial Planner. This role will sit within Private Clients and work as part of a team of in-house financial planning experts with the client’s dedicated investment adviser to drive positive outcomes for existing clients and new prospects.Role Duties Include:

Work with private client advisers and financial planning team in tailoring goals based financial plans solutions for clients

Utilising their technical knowledge to identify planning solutions across the full wealth management spectrum (pensions, tax, protection and investments)

Engaging with clients both in person and virtually from factfinding to presenting financial plans

Becoming familiar with in-house cashflow modelling tools (full training provided) to assist in the creation of the financial plans and technical advice

Requirements

Degree or Masters level qualification – preferably in a business, finance or accounting related discipline

At least 2 years experience in the financial services industry

Client facing experience is desirable

Knowledge of or previous experience within pension, tax, and/or investment disciplines desirable.

Exceptional interpersonal skills, listening, communication and presentation skills with a high level of empathy

BenefitsThis is a great opportunity for an individual looking to continue to develop their career in Private Client Wealth Management.For more information and to arrange a confidential conversation reach out to Aoife Stokes at

Elevate Partners