Overview
Looking to accelerate your career in financial planning while significantly increasing your earning potential?
This is an opportunity to join one of Ireland's most respected wealth management and financial planning firms, working with an established client base and a steady flow of warm leads. You'll be supported by experienced leaders, a collaborative team, and a market-leading technology platform that makes creating high-quality financial plans more efficient and effective.
If you have gained a few years of experience in financial advice and are looking for a business that genuinely invests in your development, this role offers the perfect environment to learn, grow, and build a long-term career. With flexible hybrid working, modern Dublin offices, and excellent earning potential, this is a fantastic next step for an ambitious planner. As it's only one day in the office per week, you don't need to be based in Dublin for this to work.
The Role
As a Financial Planner, you'll manage clients through the full financial planning journey, helping them achieve their personal and financial goals while building strong, long-term relationships.
Key Responsibilities
Meet clients and guide them through the full financial planning process.
Build and manage long-term client relationships.
Identify opportunities for new business and convert these opportunities.
Conduct annual financial reviews with existing clients.
Deliver a high standard of client service and communication.
Work closely with specialist advisers and colleagues across the business.
Generate referrals through excellent client outcomes.
Achieve agreed activity and business development targets.
Qualifications
QFA qualified with approximately 2-5 years' experience in financial advice, financial planning, wealth management, or a similar advisory role.
Strong knowledge of life, pensions, and financial planning solutions.
A self‑motivated professional with excellent communication skills and a genuine interest in developing their career.
What's on Offer
Salary of €50,000 - €70,000.
Highly attractive and uncapped commission structure.
Existing client base and regular warm leads provided.
Hybrid working with just one day per week in the office.
Modern Dublin city offices.
Market‑leading financial planning technology platform.
Ongoing professional development and mentoring from experienced leaders.
Clear opportunities for career progression and long‑term growth.
Collaborative, supportive, and enjoyable team environment.
Desired Skills and Experience
Financial Planning
Wealth Management
Pensions
Retirement Planning
Investment Advisory
Life Assurance
Protection Planning
Cashflow Modelling
Financial Advice
Client Relationship Management
Business Development
Financial Services
Relationship Management
Sales
Financial Analysis
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