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Senior Recruitment Consultant at Elevate Partners
We are currently working with a leading Wealth Management firm who are looking to hire a Financial Planner to join their team in Dublin. The successful candidate will join a highly collaborative team with a growing client base.
Responsibilities:
* Provide financial planning to a portfolio of high-net-worth and mass-affluent clients
* Deliver tailored advice across pensions, investments, retirement and estate planning
* Build long-term relationships with clients through regular reviews and exceptional service
* Work closely with in-house paraplanners and administrators to ensure compliance and efficient advice delivery
Requirements:
* QFA qualified (additional CFP, RPA an advantage)
* Proven experience as a Financial Advisor/Planner
* Strong interpersonal and communication Skills
* Excellent attention to detail
This is an excellent opportunity for someone who is looking to continue to develop their career in the Wealth Management space.
For more information on this Financial Planner job or to discuss in more detail, contact Aoife Stokes at astokes@elevatepartners.ie or apply directly below.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance
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