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Financial Planner

icon building Company : Elevate Partners
icon briefcase Job Type : Full Time
icon geo-alt Dublin, Ireland

Job Description - Financial Planner

We are currently working with a leading Wealth Management firm who are looking to hire a Financial Planner to join their team in Dublin.

Responsibilities: 
  • Providing financial advice to a new and existing client base 
  • Managing and continuously building relationships with the firm's client portfolio
  • Developing new business opportunities through internal and external channels 
  • Managing local projects that contribute to overall team proposition 
  • Meeting clients and generating leads 
Requirements: 
  • Previous consultative financial planning experience using Voyant as the basis of client engagements 
  • Acquired or working towards CFP qualification 
  • Excellent presentation and communication skills 
  • Demonstrate an ability to build strong internal relationships, trust and credibility 
  • Have strong interpersonal skills with the ability to build and maintain solid client relationships 
This is an excellent opportunity for someone looking to continue to progress their career within financial planning. 

For more information on this Financial Planner position or to discuss in more detail, contact Aoife Stokes at [email protected] or apply directly below. 



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