Engage People Recruitment

Financial Planner

Posted: 6 days ago

Job Description

A leading wealth management firm is expanding its team and seeking experienced Financial Planners to join its growing advisory division. The company is recognised for its professional environment, strong client service, and collaborative culture, and is now offering an exciting opportunity to be part of its next phase of growth. About the RoleAs a Financial Planner, you'll provide tailored financial planning and investment solutions to a portfolio of high-net-worth clients. You'll have the freedom to focus on client relationships without the need to bring a book of business, supported by a dedicated para-planning team and robust systems. This is a fantastic opportunity to help shape a growing team while delivering first-class advice. Key ResponsibilitiesDeliver bespoke financial planning and investment advice to new and existing clientsBuild long-term, trusted relationships by understanding client goals and providing tailored solutionsDevelop opportunities through referrals and networking, with full support from the wider teamStay current on market and regulatory developments to provide relevant and compliant adviceWork closely with colleagues across the business to ensure an outstanding client experience What You'll NeedExperience in financial services advising private clientsQFA qualification (CFP is an advantage, but not required)Strong interpersonal and communication skills, with the ability to build trust quicklyProven track record in client relationship management and business developmentHighly organised, detail-focused, and a collaborative team player Salary: €70,000 to €100,000 plus variable bonus What's on OfferBe part of a fast-growing, ambitious firm with strong long-term prospectsA collaborative and supportive culture with excellent para-planning and systems supportCompetitive remuneration and benefits packageThe chance to help build something new and exciting within a leading advisory business What's Next: If you'd like to discuss discreetly, reach out to Michael Gorman or apply with your CV below.

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