Client-Focused Financial Planner: Pensions & Retirement

Morgan McKinley; Nenagh; On-site; EUR 45,000 - 65,000; Full time

Job summary

Morgan McKinley is recruiting an experienced Financial Advisor for an established financial services firm in Tipperary. You will work closely with clients to understand their financial circumstances and deliver tailored financial planning advice across pensions, retirement planning, investments, savings, mortgages, protection and tax planning.

You will conduct detailed assessments, prepare clear recommendations, and review client portfolios regularly while staying compliant with regulatory

Qualifications

• Proven experience in Financial Advisor or Personal Financial Planning.
• CFP designation or progress towards equivalent.
• Solid grounding in finance and investment principles.
• Strong knowledge of pensions and retirement planning.
• Relevant third-level qualification in finance, economics, or business.
• Strong numerical and analytical skills.
• Excellent communication and interpersonal skills.

Responsibilities

• Meet with clients to understand financial circumstances and goals.
• Develop tailored financial plans to meet client needs.
• Advise on pensions, retirement planning, investments, savings, mortgages and tax planning.
• Prepare clear financial recommendations and reports.
• Conduct regular reviews of client portfolios and adapt plans.
• Maintain compliant client records and stay updated on regulatory requirements.
• Explain complex financial concepts in a clear, professional manner.
• Build long-term client relationships through excellent service and ongoing support.

Skills

Client-focused advice

Financial planning

Pensions knowledge

Investments knowledge

Analytical skills

Communication skills

Regulatory compliance

Education

CFP designation or progress towards equivalent

Finance/economics/business degree

Job description

Morgan McKinley is recruiting an experienced Financial Advisor for an established financial services firm in Tipperary. You will work closely with clients to understand their financial circumstances and deliver tailored financial planning advice across pensions, retirement planning, investments, savings, mortgages, protection and tax planning.

You will conduct detailed assessments, prepare clear recommendations, and review client portfolios regularly while staying compliant with regulatory