Financial Planning Associate - Limerick
Join a high-performing team dedicated to changing lives through world-class financial planning. As a Financial Planning Associate, you’ll play a key role in shaping long-term, life-focused plans for clients, helping them achieve the goals that matter most.
You'll work closely with Private Client Managers and the Financial Planning team to build, present, and maintain comprehensive financial plans. This is a highly collaborative, client-centric role where your insight, attention to detail, and passion for financial planning will truly make an impact.
What You’ll Be Doing
* Develop holistic financial plans tailored to each client’s goals
* Present recommendations alongside Private Client Managers
* Prepare suitability reports aligned with company standards
* Analyse personal and financial data to shape effective strategies
* Regularly review and update client portfolios and plans
* Maintain strong, trusted relationships with clients
* Stay up to date with compliance, regulation, and industry trends
* Collaborate internally to ensure high service levels
* Contribute to internal projects, committees, and continuous improvement initiatives
What You’ll Bring
* QFA qualification and up-to-date CPD
* 2+ years in a similar financial planning or advisory role
* Strong technical knowledge of financial planning
* Excellent communication, analytical and interpersonal skills
* Familiarity with cash flow modelling tools and CRM systems
* Ambition to pursue further qualifications
What’s on Offer
* Competitive base salary & performance-based bonus
* Full benefits package
* Flexible working options
* A values-driven, inclusive team culture
Ready to be part of something meaningful? Apply now and help clients realise their dreams through expert financial planning.
We are proud to be an equal opportunity employer, fostering a diverse and inclusive workplace for all.
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