A leading wealth management firm is expanding its team and seeking experienced Financial Planners to join its growing advisory division. The company is recognised for its professional environment, strong client service, and collaborative culture, and is now offering an exciting opportunity to be part of its next phase of growth.
About the Role
As a Financial Planner, you'll provide tailored financial planning and investment solutions to a portfolio of high-net-worth clients. You'll have the freedom to focus on client relationships without the need to bring a book of business, supported by a dedicated para-planning team and robust systems. This is a fantastic opportunity to help shape a growing team while delivering first-class advice.
Key Responsibilities
* Deliver bespoke financial planning and investment advice to new and existing clients
* Build long-term, trusted relationships by understanding client goals and providing tailored solutions
* Develop opportunities through referrals and networking, with full support from the wider team
* Stay current on market and regulatory developments to provide relevant and compliant advice
* Work closely with colleagues across the business to ensure an outstanding client experience
What You'll Need
* Experience in financial services advising private clients
* QFA qualification (CFP is an advantage, but not required)
* Strong interpersonal and communication skills, with the ability to build trust quickly
* Proven track record in client relationship management and business development
* Highly organised, detail-focused, and a collaborative team player
Salary:
€70,000 to €100,000 plus variable bonus
What's on Offer
* Be part of a fast-growing, ambitious firm with strong long-term prospects
* A collaborative and supportive culture with excellent para-planning and systems support
* Competitive remuneration and benefits package
* The chance to help build something new and exciting within a leading advisory business
What's Next:
If you'd like to discuss discreetly, reach out to Michael Gorman or apply with your CV below.