Expert Financial Planner Needed

2 days ago

Dublin, Dublin City, Ireland beBeeInvestment Full time €60,000 - €80,000
About the Role

A leading wealth management firm is expanding its team and seeking an experienced Financial Strategist to join its growing advisory division. The company is recognised for its professional environment, strong client service, and collaborative culture, and it offers an exciting opportunity to be part of its next phase of growth.

Job Summary:

We are seeking a highly skilled Financial Strategist who will provide tailored financial planning and investment solutions to a portfolio of high-net-worth clients. You will work with a dedicated para-planning team and robust systems to deliver first-class advice while maintaining a strong client relationship base.

Key Responsibilities
  • Deliver bespoke financial planning and investment advice to new and existing clients
  • Build long-term, trusted relationships by understanding client goals and providing tailored solutions
  • Develop opportunities through referrals and networking, with full support from the wider team
  • Stay current on market and regulatory developments to provide relevant and compliant advice
  • Work closely with colleagues across the business to ensure an outstanding client experience
What You'll Need
  • Experience in financial services advising private clients
  • QFA qualification (CFP is an advantage, but not required)
  • Strong interpersonal and communication skills, with the ability to build trust quickly
  • Proven track record in client relationship management and business development
  • Highly organised, detail-focused, and a collaborative team player
What's on Offer
  • Be part of a fast-growing, ambitious firm with strong long-term prospects
  • A collaborative and supportive culture with excellent para-planning and systems support
  • Competitive remuneration and benefits package
  • The chance to help build something new and exciting within a leading advisory business
Next Steps

If you'd like to discuss discreetly, reach out to Michael Gorman or apply with your CV below.

Job Details
  • Seniority level: Mid-Senior level
  • Employment type: Full-time
  • Job function: Business Development
  • Industries: Investment Advice

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