Senior Wealth Advisor

1 week ago

Dublin, Dublin City, Ireland beBeeWealth Full time €80,000 - €100,000
Job Title:

Wealth Planning Specialist


About the Role:

This is a client-focused role where you will work closely with Relationship Managers and Paraplanners to design, build, and present personalized financial plans. The key focus will be on leading the creation and delivery of comprehensive wealth plans using Voyant financial planning software.


Main Responsibilities:
  • Collaborate with paraplanners to develop, model, and refine detailed financial planning scenarios.
  • Lead the creation and presentation of personalized wealth plans using Voyant financial planning software.
  • Attend and contribute meaningfully to client meetings, providing expert insights and plan walkthroughs.
  • Ensure financial planning recommendations are tailored, comprehensive, and well-aligned with each client's retirement and wealth accumulation goals.
  • Work as part of a planning team, coordinating activities between Relationship Managers and Paraplanners to ensure seamless service and timely delivery.

Requirements:
  • QFA Certified or equivalent qualification in line with the Central Bank of Ireland's Minimum Competency Requirements.
  • CFP fully certified with relevant professional membership.
  • Minimum 5 years' experience in financial services, with strong expertise in wealth planning and client-facing advisory roles.
  • Deep understanding of retirement planning, including pre- and post-retirement strategies.
  • Proven experience using Voyant or equivalent financial planning tools to construct comprehensive wealth models.
  • Excellent communication skills – able to simplify complex financial information and confidently present recommendations to clients.
  • High attention to detail and strong numerical reasoning.

Regulatory Designation:

This role falls under the following Control Function designations under the Central Bank's Fitness & Probity Standards:

  • CF-3: Giving of advice to clients

Seniority level:
  • Associate

Employment type:
  • Full-time

Job function:
  • Finance

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