Financial Planning Specialist

1 day ago

Dublin, Dublin City, Ireland beBeeWealth Full time
Wealth Planning Role

As a Wealth Planner, you will be responsible for creating comprehensive financial plans and working with our client-facing advisors to develop technical wealth planning advice and resources. You will interact with advisors to gather data for initial plans or plan reviews, enter client information into comprehensive financial planning software, produce analytical reports, and identify and recommend appropriate planning strategies.

This is a key role in our Wealth Planning Department, and we are looking for a motivated and self-starting individual who can work collaboratively with our team. The successful candidate will have strong technical knowledge of comprehensive financial planning, including cash management, income tax planning, insurance, education planning, retirement planning, estate planning, and risk management.

  • Responsibilities:
  • Create comprehensive financial plans that meet the needs of our clients
  • Work with client-facing advisors to develop technical wealth planning advice and resources
  • Interact with advisors to gather data for initial plans or plan reviews
  • Enter client information into comprehensive financial planning software
  • Produce analytical reports to support planning decisions
  • Identify and recommend appropriate planning strategies to deliver exceptional client outcomes
Requirements
  • Qualifications:
  • Bachelor's Degree in Financial Planning or Finance
  • CFP certificate or advanced credential in related practice area (e.g., JD, CPA)
  • 3-5 years+ experience in financial planning
Benefits
  • Opportunities for growth and development:
  • Develop your expertise in specific areas of wealth planning
  • Pursue professional certifications and designations
  • Take on leadership roles within the department
How to Apply

If you are a motivated and self-starting individual with a passion for wealth planning, please submit your application. We look forward to hearing from you

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