Overview
Wealth Manager Dublin/ Waterford - Hybrid - 1 day in the office - Permanent
A leading Employee Benefits and Financial Services provider is seeking a Wealth Manager to join their growing team. Due to recent acquisitions and strong organic growth, the business is experiencing a significant increase in individual clients and prospects who require high-quality financial planning support.
This is a senior role where you will be responsible for delivering customer-focused financial planning advice in relation to retirement planning and broader financial wellbeing. You will also play a key role in developing and growing a strong portfolio of individual clients while supporting the delivery of member services into corporate clients. The position reports directly to the Head of Financial Planning.
About You
We are looking for a driven, client-focused professional with proven success in financial planning advice and business development. You will bring strong technical knowledge, excellent interpersonal skills, and the ability to build long-lasting client relationships.
Responsibilities
* Provide customer-focused financial planning advice to individual clients, with emphasis on retirement planning and financial wellbeing.
* Develop and grow a portfolio of individual clients; support delivery of member services to corporate clients.
* Collaborate with the team and mentor junior members where applicable.
Qualifications
* Strong relationship-building skills and experience in delivering financial planning advice to individual clients.
* Experience across financial services focusing on individual advice and group employee benefits.
* In-depth understanding of financial, pension, and investment products.
* Ability to meet commercial and financial targets.
* Collaborative approach with the ability to support and develop junior team members.
* QFA qualification is essential; CFP status is highly desirable
What’s on Offer
* The opportunity to join a dynamic and growing financial services business.
* A senior position with direct impact on client relationships and business growth.
* A collaborative culture that values client success and professional development.
Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Finance
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Dublin, County Dublin, Ireland 1 week ago
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