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Senior financial planning consultant

Dublin
Engage People Recruitment
Planning consultant
€75,000 - €95,000 a year
Posted: 18 September
Offer description

A leading employee benefits and financial advisory firm is expanding its financial planning division and is now seeking an experienced
Senior Financial Planning Consultant
to join its growing team. Known for its client-first approach, professional culture, and ambitious growth plans, this is an exciting opportunity to play a pivotal role in shaping the firm's next stage of development.

About the Role

As a Senior Consultant, you'll deliver tailored retirement, pension, and wealth planning advice to a portfolio of individual and corporate clients. You'll work directly with senior leadership, contributing to strategy while enjoying the freedom to focus on trusted client relationships. You'll also mentor junior colleagues and represent the business at senior-level meetings and events.

Key Responsibilities

* Provide expert financial planning and pension advice to individual and corporate clients
* Manage and grow a portfolio spanning group schemes, corporate benefits, and private wealth clients
* Act as a senior adviser and role model within the team, mentoring junior staff
* Represent the firm at presentations, networking events, and client pitches
* Contribute to shaping the direction of the financial planning division

What You'll Need

* At least 5 years' experience in financial planning, pensions, or employee benefits
* QFA qualification (CFP preferred but not essential)
* Proven track record of client acquisition and business development
* Strong communication and relationship skills with senior stakeholders (trustees, accountants, HR leaders)
* Commercial acumen with the ability to help drive business growth

Salary & Benefits

* Salary: €75,000 to €95,000
* Competitive package including car allowance (€8k) and bonus scheme
* 10% employer pension contribution (5% employee contribution)
* Private health cover and death in service benefits
* Hybrid working options across Dublin and Waterford

What's on Offer

* Influence the future of a growing financial planning business
* Supportive and collaborative culture with strong resources
* Long-term career prospects within a dynamic and ambitious firm

What's Next:
To discuss confidentially, contact Michael Gorman or apply with your CV below.

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