A new opportunity has opened with a fast-growing wealth management firm serving clients across Munster and beyond. This role is for a
Financial Planner
, servicing the Cork/Munster area (with flexibility for hybrid work and occasional office visits). You'll be joining a modern, client-centric firm with a strong reputation for long-term relationships and trusted advice.
The firm prides itself on giving clients a personal, holistic financial-planning experience, combining pensions, investments, retirement planning, protection and long-term wealth management designed around each client's individual goals. The firm is experiencing high growth, so this role will take on a warm book of business.
The Role:
* Manage, maintain and grow a substantial existing client book, delivering tailored advice on pensions, investments, protection, retirement and overall wealth planning.
* Build new business relationships: identify and engage prospective clients in your region to expand the book, leveraging the significant network within the business.
* Provide expert financial planning and guidance, working holistically with clients to tailor solutions aligned with their personal goals, risk profile, and life plans.
* Ensure all advice and activity complies with regulatory standards and good practice, delivering transparent and ethical service.
* Work in a flexible/hybrid arrangement: much of the role can be done remotely, with occasional presence in office as needed.
The Candidate:
* Qualified (QFA or equivalent), demonstrable experience in financial planning and wealth/advisory services.
* Minimum of 3 years' relevant experience managing or advising clients on pensions, investments or comprehensive financial plans.
* Strong interpersonal and communication skills, with ability to build long-term relationships and trust with clients.
* Ambitious, motivated and entrepreneurial mindset.
* Self-driven, with high levels of discipline, integrity and a client-first ethos.
What We Offer:
* Competitive base salary of
€60,000-€80,000
, plus
uncapped commission and performance-based incentives
with strong earning potential for the right person.
* Flexible working arrangements (remote work available, with occasional office attendance) and modern IT support.
* A supportive and collaborative culture, committed to long-term growth and professional development.
* High levels of autonomy and opportunity to take real ownership of your client book and your career direction within a growing business.
If you are a driven Financial Planner seeking to take charge of your career, building meaningful relationships and making a real impact on client's financial futures, we'd love to hear from you.
Send your CV or get in touch directly with Michael Gorman to explore this opportunity.