Senior Wealth Management Specialist

5 days ago

Dublin, Dublin City, Ireland beBeeFinancialPlanning Full time €90,000 - €110,000
Lead Financial Planning Strategist

We are seeking an experienced professional to spearhead our wealth and financial planning operations. As Lead Financial Planning Strategist, you will be responsible for overseeing a portfolio of high-net-worth clients and providing expert financial guidance.

Key Responsibilities:
  • Oversee, mentor, and develop a team of Private Client Consultants to ensure consistent growth and high performance.
  • Conduct regular one-on-one meetings to set objectives, review performance, and provide coaching to improve client service and revenue generation.
  • Develop and implement best practices for financial planning and advisory services within the team.
  • Identify training opportunities to keep the team updated on industry trends and regulatory changes.
  • Foster a collaborative and accountable team culture focused on excellence.
Requirements:
  • Certified Financial Planner (CFP) designation.
  • Minimum 5 years of experience in financial advisory or wealth management, with a focus on motivating and developing teams.
  • Expertise in personal taxation, including Capital Gains Tax (CGT) reliefs, termination payments, and wealth structuring strategies.
  • Proficiency in financial planning software, particularly Voyant.
  • A minimum of a bachelor's degree in finance, economics, business, or a related field.
What We Offer:
  • A dynamic work environment with opportunities for growth and development.
  • A competitive salary and benefits package.
  • The chance to work with a talented team of professionals.

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