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Wealth manager

Fortis Recruitment
Wealth manager
Posted: 29 March
Offer description

The wealth management sector is on an ongoing 'bull run' at the moment, with multiple firms recruiting heavily to continue their growth.
These firms offer strong infrastructure, excellent operational support, and, in most cases, established client books, allowing advisors to focus on delivering quality financial planning and building long-term client relationships.
The Role
You will work with clients to provide tailored financial advice across areas such as:

Retirement and pension planning
Investment and wealth management
Protection and financial security
Long-term financial planning for individuals and families
Supporting HNW clients with more complex planning needs

What You’ll Be Doing

Building and managing long‑term relationships with new and existing clients
Delivering holistic financial planning advice tailored to individual needs
Managing and developing client portfolios over timeWorking closely with internal support teams to deliver strong client outcomes
Ensuring all advice is delivered in line with regulatory and compliance requirements

What We’re Looking For

Qualified Financial Advisor minimum with additional relevant qualifications (e.g. CFP full/part) advantageous.
Experience providing financial advice within Ireland
Strong relationship building and communication skills
Commercial mindset with a focus on delivering excellent client outcomes
Ability to manage and grow a client portfolio

What’s on Offer

Base salary: €55k to €95k depending on experience
Bonus potential: strong earning potential well into six figures
Benefits: full benefits packages and strong support structures
Access to existing client relationships and strong lead generation
Supportive management and infrastructure to help advisors succeed

Locations
Roles currently available in:

Dublin
Waterford
Kerry
Remote options available across Ireland, depending on the firm

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