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Senior Financial Planner

2 weeks ago

Dunboyne, Meath, Ireland beBeefinancialplanning Full time
**Financial Planning Opportunity**
Join a forward-thinking team as a Senior Financial Planner, working in a dynamic and supportive environment. Our clients trust us to deliver expert financial planning, and we need someone who can deliver high-quality results with minimal supervision.
In this role, you will work closely with our lead advisor, shadowing them in client meetings and learning the intricacies of our process. You'll be responsible for taking detailed notes, documenting everything clearly, and ensuring that all tasks are completed on time.
We're looking for someone with strong technical skills, preferably holding a QFA, CFP, or Chartered qualification. Experience with cashflows, tax, pensions, and investment planning is essential, as well as excellent written and verbal communication skills.
The ideal candidate will be organized, driven, and able to take initiative. They'll have a keen eye for detail and be able to manage multiple tasks simultaneously. If you're a motivated and experienced financial planner looking for a new challenge, we'd love to hear from you.
Key Responsibilities:
  • Shadow the lead advisor in client meetings
  • Take detailed notes and document everything clearly
  • Manage follow-through and ensure all tasks are completed on time
  • Technical research and build financial strategies and reports for clients
  • Support research and ideation for podcasts and blogs
  • Maintain data, CRM records, and administration with exceptional care and detail

Requirements:
  • QFA, CFP, or Chartered qualification
  • Experience with cashflows, tax, pensions, and investment planning
  • Excellent written and verbal communication skills
  • Organized, driven, and able to take initiative
  • Keen eye for detail and ability to manage multiple tasks simultaneously

Benefits:
  • Flexible schedule
  • Remote work options
  • Opportunities for professional growth and development

This role offers a competitive salary and benefits package, as well as the opportunity to work with a talented team of professionals. If you're passionate about delivering exceptional financial planning services, we encourage you to apply today.