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Manager - Banking & Financial Services at Morgan McKinley
Financial Planning Consultant | Dublin (Hybrid) | Permanent
Reporting to: Head of Financial Planning
Our client is growing both organically and through acquisitions and are seeking a Financial Planning Consultant to join their employee benefits business in a senior role.
This is a fantastic opportunity to work with a strong portfolio of individual clients, delivering tailored advice on retirement planning and broader financial wellbeing, while also supporting member services across corporate clients.
Responsibilities
* Deliver expert financial planning advice to individual clients
* Support corporate clients with high-quality member services
* Build and grow your own client portfolio
* Help mentor and develop junior team members
Requirements
* QFA-qualified (CFP a bonus)
* Proven experience in individual financial advice & employee benefits
* Strong relationship-building and business development skills
* Deep knowledge of pensions, investments & financial products
* Client-first mindset with commercial acumen
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance
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