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Manager - Banking & Financial Services at Morgan McKinley
Financial Planning Consultant | Dublin (Hybrid) | Permanent
Our client is a rapidly growing employee benefits and financial planning firm in Dublin that’s expanding its advisory team following recent acquisitions and organic client growth.
They are seeking an experienced Financial Planning Consultant to take on a senior-level client-facing role supporting individual clients with retirement planning, pensions, investments and broader financial wellbeing advice.
Responsibilities
You’ll be joining a high-performing team that works closely with corporate member bases, but your focus will be on:
* Client relationship management – delivering excellent service to a loyal and growing book
* New business growth – warm leads from corporate clients and referral networks
* Mentoring – helping develop junior advisors as the business scales
Requirements
* Strong experience in personal financial advice
* Deep knowledge of pension and investment products
* A self-starter with a genuine client-first mindset
* A track record of meeting targets while building long-term relationships
Why consider this?
* Warm client base from recent acquisitions – no cold prospecting needed
* Strong leadership team and real career progression
* Hybrid working 1 day in office with flexibility and support
* Genuinely values-led, independent firm with a great culture
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance
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