Salary Competitive salary and benefits packageDate Opened 06/02/2026Job Type Full timeWork Experience 5-7 yearsCity DublinProvince DublinCountry IrelandPostal Code DAbout UsElevate Partners is a boutique Search Firm dedicated to Financial Services appointments across Europe. Covering sectors such as:Accounting and FinanceAsset and Wealth ManagementAircraft LeasingEnergy and InfrastructureESG and SustainabilityInvestment BankingPrivate EquityRisk and ComplianceJob DescriptionWe are currently working with a leading Wealth Management firm who are looking to hire an Associate Director to join their Financial Planning team. This role will require detailed practical knowledge of insurance solutions in the Irish market place and the ability to identify and implement suitable insurance cover aligned with private clients needs.Responsibilities of this Financial Planning Associate Director Job:Liaise with Private Client Advisers to help identify suitable clients with insurance and protection needs, with a particular focus on the needs of business owner clients and clients that are engaged in succession planningReview detailed client financial plans prepared by members of the Financial Planning team to ensure high quality insurance and protection advice and to identify insurance needs withinConduct market reviews of most suitable insurance policies in the market to meet individual client needs. Recommend and implement policies, closely maintaining relationships with relevant life companies in the market and in larger or more complex cases, liaise directly with the underwriters in order to help secure the best possible terms for our clientsPromote and raise awareness of insurance and protection solutions with Private Client Advisers and their clients through training and educational eventsContribute to reviews of financial plans and processes to meet the changing insurance and protection needs of our clientsRequirements of this Financial Planning Associate Director Job:Degree or Masters level qualificationKnowledge of or previous experience with implementing insurance products available in the Irish market is essentialExcellent attention to detailExceptional interpersonal skills, listening and communication skills with a high level of empathyFor more information on this Financial Planning Associate Director job or to discuss in more detail, contact Aoife Stokes at astokes@elevatepartners.ie or apply directly below
#J-18808-Ljbffr