Wealth Manager

Reporting to: Director of Wealth Management (Pensions) Our client is a leading global financial services firm with offices and trading desks worldwide. They specialize in various financial services, including wealth management, fund management, debt capital markets, and corporate finance. Responsibilities Collaborate closely with Private Client Advisers to construct and assess scenarios using Voyant financial planning software.
Directly liaise with clients and external providers to clarify details for financial plans.
Conduct Fact findings
Identify and communicate additional opportunities to Private Client Advisers for clients.
Contribute to client meetings through the presentation of Voyant plans and live scenario builds.
Prepare reports outlining wealth and cashflow projections, personal financial goals, and advice for clients.
Assist in briefing the wider Wealth Management team on legislative and technical changes.
Ensure technical information used for client advice is up-to-date and accurate.
Work closely with existing financial planners to manage priorities and timely delivery of financial plans.
Build and maintain working relationships with the wider Wealth Management team. Requirements: Must have a QFA designation
CFP part or fully certified advantageous.
Minimum 3+ years' experience in financial planning
Strong knowledge of products in the Irish market for personal, family, and business protection, pre- and post-retirement planning.
Strong knowledge in Irish pension space
Strong technical knowledge of financial planning products, including legislative and tax implications.
Strong numerical ability with high attention to detail.
Strong working knowledge of Voyant financial planning software is an advantage.
Excellent oral and written presentation and communication skills. Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative. BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.