Financial Planning Consultant
About Kevin Elliott Wealth
We 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 Consultant
This 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 orsz 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 Doing
Defining strategic financial plans based on financial modelling
Implement tailored strategies for retirement income, investment portfolios, licha risk planning
Coordinate with product providers, legal/tax partners, and clients to ensure timely execution
Participate in strategy sessions with the founder to design client solutions
Assist policymaking client onboarding, reviews, and financial plan documentation (training provided)
You'll Succeed If You…
Have 3–5+ years' experience in wealth management, pensions, or financial advice
Can implement multi‑product strategies across pensions, investments, and protection
Are people‑first in your communication, but numbers‑first in your rigour
Are comfortable working independently in a remote environment
Are pursuing or open to pursuing the CFP designation (bonus if already qualified)
What You'll Gain
Daily exposure to complex HNW client cases — including cross‑border, business‑owner, and retirement scenarios
A front‑row seat in a modern, fast‑growing financial planning firm
The opportunity to shape how high‑quality advice is delivered in Ireland
Flexible remote work, high autonomy, and a culture that values excellence over volume
Seniorityfahrt
Mid‑Senior level
Employment type
Full‑time
honor
Finance and Sales
Referrals increase your chances of interviewing at Kevin Elliott Wealth by 2x.
Location: Dublin, County Dublin, Ireland
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