Posted: 13 June
The role
We are working with a growing financial services advisory firm looking for a financial planner to join their Limerick team. With a strong digital lead flow and continued expansion, we’re now hiring a Financial Planner to join the team at a pivotal stage of growth.
This is a super opportunity which will give you real influence over the proposition, processes, and future direction of the business.
What you will do
Deliver holistic financial planning advice
Build tailored plans across pensions, investments & protection
Work with high-quality inbound digital lead
Help shape the financial planning function as the business scale
Who you are?
QFA qualified mandatory CFP qualified (desirable)
3+ years’ experience in financial planning
Confident, commercial, client-focus
Excited by startup energy and help to build a great team, brand and business
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