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Financial planning manager

Dublin
Elevate Partners
Financial planning manager
Posted: 8 February
Offer description

We are currently working with a leading Wealth Management firm who are looking to hire a Financial Planning Manager to join their team in Dublin.
This position will incorporate the provision of pension and financial planning advice and retirement solutions to high-net-worth individuals.
Responsibilities of this Financial Planning Manager Job: Have a comprehensive understanding of the Irish pension and wealth management market and apply this knowledge in dealing with internal and external stakeholders Work with the Financial Planning, Investment and Adviser teams to develop innovative solutions for high-net-worth individuals incorporating knowledge of pension, tax, protection and investment disciplines Develop a deep understanding of the firm's pensions platform together with the evolving pensions landscape and apply this knowledge in dealing with clients to drive new opportunities Drive and contribute to key strategic and commercial initiatives across the firm's Private Clients department Contribute to thought leadership to pro-actively deliver key messages to clients and increase awareness of the firm's pension and financial planning proposition in the marketplace.
Requirements of this Financial Planning Manager Job: QFA qualification Degree or Masters level qualification in a business related discipline Minimum of 5 years experience in a pensions technical/retirement advice related role Strong organisational skills, including the ability to manage conflicting priorities and to manage large projects to a successful outcome Comprehensive knowledge of the Irish pension and tax regulations and legislation For more information on this Financial Planning Manager job or to discuss in more detail, contact Aoife Stokes at or apply directly below

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