Salary Competitive salary and benefits package
Date Opened 02/04/2026
Job Type Full time
Work Experience 5-7 years
City Dublin
Province Dublin
Country Ireland
Postal Code D
About Us
Elevate Partners is a boutique Search Firm dedicated to Financial Services appointments across Europe.
Covering sectors such as:
Accounting and Finance
Asset and Wealth Management
Aircraft Leasing
Energy and Infrastructure
ESG and Sustainability
Investment Banking
Private Equity
Risk and Compliance
Job Description
We are currently working with a leading Wealth Management firm who are looking to hire an Associate Director within their Financial Planning team.
The role will involve managing a team of financial planners as well as playing a key role in shaping the firm's financial planning strategy and enhancing client outcomes.
Responsibilities of this
Associate Director Financial Planning
Job:
Design, implement and monitor a comprehensive training strategy for existing team members and new joiners covering initial onboarding, probation reviews, ongoing development and meeting regulatory supervision duties
Manage and implement individual objectives and career progression paths for existing team members to ensure highly motivated team
Continue to review and innovate the firm's approach to ensure their financial plans meet the evolving needs of the adviser segments and associated client cohorts
Engage with clients both personally and digitally in the end-to-end process from fact finding to presenting financial plans
Involvement in the roll out of new financial planning software to enhance the digital experience of clients
Requirements of this
Associate Director Financial Planning
Job:
Degree or Masters level qualification
QFA required and willingness to complete CFP
Minimum 5 years of proven people management experience including accountability for ongoing development and training as well as involvement in recruitment
Knowledge and experience of wealth management disciplines & previous experience within pension, tax and or investment environment desirable
Excellent attention to detail
For more information on this Associate Director Financial Planning job or to discuss in more detail, contact Aoife Stokes at ****** or apply directly below
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