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Financial planning consultant

Kevin Elliott Wealth
Planning consultant
Posted: 14 January
Offer description

About Kevin Elliott WealthWe work with some of Ireland's most successful professionals, entrepreneurs, and business owners — people who've built real wealth and now need help protecting, preserving, and directing it.From seven-figure retirement planning to multi-jurisdictional asset structures, our clients bring complexity — and trust us to bring clarity.At Kevin Elliott Wealth, we take a people-first, strategy-led approach to wealth.We build deep relationships, craft long-range plans, and solve meaningful problems.No product-first thinking. No one-size-fits-all templates.Just smart, independent advice — built on technical rigour and real human insight.The Role: Financial Planning ConsultantThis is a client-facing role for someone who can help implement sophisticated financial plans for high-net-worth individuals and families — across retirement, investment, tax planning, and wealth protection.You'll be supporting clients with complex and often multi-layered portfolios. That means working across pension and ARF structures, company cash, investment platforms, and bespoke protection strategies.The ideal candidate blends sharp financial knowledge with strong interpersonal skill — someone who can sit across from a high-performing CEO and explain both the why and the how with confidence and clarity.What You'll Be DoingDefining strategic financial plans based on financial modellingImplement tailored strategies for retirement income, investment portfolios, and risk planningCoordinate with product providers, legal/tax partners, and clients to ensure timely executionParticipate in strategy sessions with the founder to design client solutionsAssist with client onboarding, reviews, and financial plan documentation (training provided)You'll Succeed If You…Are QFA qualified (non-negotiable)Have 3–5+ years' experience in wealth management, pensions, or financial adviceAre confident handling high-value client casesCan implement multi-product strategies across pensions, investments, and protectionAre people-first in your communication, but numbers-first in your rigourAre comfortable working independently in a remote environmentAre pursuing or open to pursuing the CFP designation (bonus if already qualified)What You'll GainDaily exposure to complex HNW client cases — including cross-border, business-owner, and retirement scenariosA front-row seat in a modern, fast-growing financial planning firmThe opportunity to shape how high-quality advice is delivered in IrelandFlexible remote work, high autonomy, and a culture that values excellence over volume

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