Clinch Wealth Management Ltd. (Clinch) provides specialist advice on pensions, investments, and inheritance planning to some of Ireland's leading professionals and entrepreneurs. Clinch has been in business for more than 35 years and advises on over €600 million funds under management. Clinch is regulated by the Central Bank of Ireland.
Financial Planner
Clinch is seeking a well‑organized, responsible team player for a permanent position of Financial Planner, reporting to the Financial Planning Manager. This role is suitable for someone seeking to progress a career in the financial services industry.
Responsibilities
* Prepare all paperwork for New Business proposals
* Complete Client Profiles and Fund Switch Forms
* Manage Information Requests
* Email Annual Portfolio Reviews to clients
* Deal with ad‑hoc client queries and requests
* Alternative contact when colleagues are out of the office
* Assist with ad‑hoc projects, when required
* Attend some client meetings, when requested.
Qualifications, Skills & Characteristics Required
* At least 2 years’ experience in the Financial Services industry
* Client focused and efficient, with specific attention to detail
* Friendly, outgoing attitude and professional manner
* Excellent organisational skills and time management
* Ability to prioritise multiple tasks, to a deadline, and take initiative, when required
* Strong written and verbal communication skills
* Strong knowledge of MS Office applications - Word, Excel, Adobe and Outlook in particular
* Ability to work in a team environment.
Terms & Conditions
* Duration: Permanent position (subject to 6‑month probationary period)
* Hours: 9.00am to 5.30pm, Monday to Friday
* Location: No. 5 Northumberland Road, Ballsbridge, Dublin 4 (with some remote working possible)
* Salary: Dependent on experience
* Bonus: Discretionary bonus payable at year end
* Holidays: 25 days per annum
* Pension: Employer sponsored pension provided following successful completion of probationary period
* Life Insurance and Income Protection benefits provided.
Deadline
Applications must be submitted by Thursday, 13th November at 5:30 PM GMT.
Seniority level
Entry level
Employment type
Full‑time
Job function
Finance and Sales
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