Private Client Financial Planner

1 month ago


Dublin, Dublin City, Ireland Cpl Full time

An exciting opportunity awaits for a Private Client Financial Planner position within the Financial Planning team serving Private Clients. The chosen candidate will collaborate with a group of in-house financial planning experts to deliver positive results for current and potential clients.

Key responsibilities of this role:

  • Work closely with private client advisers and the financial planning team to create tailored financial plans for clients.
  • Apply technical knowledge to propose planning solutions covering pensions, tax, protection, and investments.
  • Engage with clients in various settings to develop and present financial plans.
  • Utilize internal cashflow modelling tools to support the creation of financial plans.
  • Ensure the quality of work by reviewing outputs from team members.
  • Contribute to enhancing processes and solutions continuously.
  • Support the implementation of identified actions from the planning process.
  • Help produce client materials such as insights, articles, and participate in project work.

Requirements:

  • Hold a Degree or Masters qualification, preferably in a business, finance, or accounting field.
  • Minimum of 2 years of experience in financial services.
  • Previous client-facing experience is a plus.
  • Familiarity or experience in pension, tax, and/or investment areas is advantageous.
  • Proficiency in MS Office tools, especially Excel and Powerpoint.
  • Strong interpersonal, communication, and presentation skills with a focus on empathy.
  • Attention to detail and ability to manage workload effectively.
  • Team player with the capacity to build and nurture relationships across the organization.



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