Overview
Salary: Competitive salary and benefits package
Job Type: Full time
Work Experience: 1-3 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 a Financial Planning Associate to join their team in Dublin.
This role will provide exposure to client meetings while developing technical expertise in financial planning.
Responsibilities
Create goals based financial plans and investment solutions for clients
Engage with clients both personally and digitally in the end-to-end process from fact finding to presenting financial plans
Liaise with technical specialists within the team and Private Client Advisers in preparing and delivering financial plans
Produce regular reviews of financial plans to meet changing needs of clients
Use internal cash flow modelling tools
Qualifications
Degree or Masters level qualification
QFA qualification or willingness to complete
Exceptional interpersonal skills, listening and communication skills with a high level of empathy
An ability to work effectively as part of a growing & energetic team
Experience in a financial services firm desirable
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