Expert Financial Planning Manager

3 days ago

Dublin, Dublin City, Ireland beBeeFinancialPlanningManager Full time €80,000 - €120,000
Job Title
A highly skilled Financial Planning Manager is required to lead and develop a team of Private Client Consultants, providing expert financial planning services and driving business growth.

Key Responsibilities:
- Lead and mentor a high-performing team of Private Client Consultants
- Develop and implement best practices for financial planning and advisory services
- Identify training opportunities to keep the team updated on industry trends and regulatory changes
- Foster a collaborative and accountable team culture focused on excellence
- Manage and expand a personal portfolio of high-net-worth clients, providing expert financial planning services including estate planning, investment strategies, retirement planning, and risk management

Requirements:
- A minimum of a bachelor's degree in finance, economics, business, or a related field
- Certified Financial Planner (CFP) qualification
- Proficiency in financial planning software, particularly Voyant
- Excellent interpersonal, communication, and relationship management skills
- Ability to balance leadership responsibilities with personal client engagement to drive both team and business growth

Benefits:
- Competitive salary and benefits package
- Opportunity for hybrid working and flexible work arrangements
- Comprehensive private healthcare and wellbeing programs
- Generous annual leave allowance and additional days off throughout the year to focus on your wellbeing

About Us:
We are a dynamic and fast-paced organization specializing in helping businesses in four core areas: insurance, health and safety, employee benefits, and HR, people and talent. We pride ourselves on our commitment to our employees' wellbeing and development, and we offer a range of benefits and perks to support this. We are an inclusive Equal Employment Opportunity employer.

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