Certified Financial Planner
Dublin | Full-Time | Scaling Brokerage
Our client, a rapidly growing brokerage firm based in Dublin, is seeking a
Certified Financial Planner (CFP)
to join their expanding advisory team. This role offers the opportunity to contribute to the firm's continued growth while delivering high-quality, client-focused financial planning solutions.
Key Responsibilities
* Provide comprehensive financial planning advice across investments, pensions, protection, and retirement planning.
* Develop tailored financial strategies aligned with clients' long-term objectives.
* Build and maintain strong client relationships through consistent, advisory-led engagement.
* Conduct detailed financial reviews, cashflow analysis, and portfolio assessments.
* Collaborate with internal teams to support best-in-class client service and operational excellence.
* Ensure compliance with regulatory and internal standards at all times.
Key Requirements
* Certified Financial Planner (CFP) designation essential.
* Proven experience in financial planning within a brokerage, advisory, or wealth management environment.
* Strong analytical capability with the ability to simplify complex financial information.
* Excellent communication and relationship-management skills.
* Demonstrated commitment to high-quality advice and ethical practice.
Click on the link below to apply and we will be in touch.