Financial Planning Manager Position
We are currently seeking a highly skilled Financial Planning Manager to join our team in Dublin. This is a 12-month fixed-term contract that will provide the successful candidate with an opportunity to develop innovative solutions for high-net-worth individuals incorporating knowledge of pension, tax, protection, and investment disciplines.
* The ideal candidate will have a comprehensive understanding of the Irish pension and wealth management market and be able to apply this knowledge in dealing with internal and external stakeholders.
* They will work closely with the Financial Planning, Investment, and Adviser teams to develop strategic and commercial initiatives across the Private Clients division.
* This role requires the ability to contribute to thought leadership and proactively deliver key messages to clients, increasing awareness of our proposition in the marketplace.
Requirements:
* A degree or Masters-level qualification in a business-related discipline
* Minimum 5+ years' experience in a technical and client-facing role
* Comprehensive knowledge of the Irish pension and tax regulations and legislation
* Completion of a professional qualification in a related discipline, QFA Qualification
* A self-motivated, commercial, and entrepreneurial nature
Key Responsibilities:
1. Providing pension and financial planning advice and retirement solutions to high-net-worth individuals
2. Developing innovative solutions for high-net-worth individuals incorporating knowledge of pension, tax, protection, and investment disciplines
3. Driving and contributing to key strategic and commercial initiatives across the Private Clients division
4. Contributing to thought leadership and proactively delivering key messages to clients