Financial Planner

Fortis Recruitment; Dublin; Hybrid; EUR 60,000 - 100,000; Full time

Benefits offered by this job

Hybrid options

25 days annual leave

Pension contributions

Job summary

Fortis Recruitment is seeking a Financial Planner in Dublin to join a growing wealth management team. You will build and manage relationships with an existing client base, providing tailored financial advice across pensions, investments, protection and savings.

Ideal candidates hold a CFP or are studying towards it, with QFA essential. Expect a strong base with a generous bonus structure, and flexible hybrid working options, plus 25 days of annual leave and solid pension contributions.

Qualifications

• CFP, or working towards, is ideal.
• QFA is essential.
• Strong knowledge across investments, pensions, protection and savings.

Responsibilities

• Regular reviews and ongoing engagement with an established client base.
• Tailored advice across pensions, investments, protection and savings.
• Backed by Client Services Executives and Paraplanners, so time focuses on advice and clients, not paperwork.

Skills

Relationship building

Client engagement

Financial planning

Communication

Education

QFA

CFP (or studying)

Job description

• Maybe you're a Financial Planner who's tired of chasing new business every month.
• Maybe you're doing great work for clients, but spending half your week on admin instead of advice.
• Maybe you just want a decent book, decent support, and room to actually build relationships instead of starting from zero every quarter.

I'm working with a well-established wealth management and financial planning firm in Dublin, hiring a Financial Planner for their growing team. This isn't a business development role, you're picking up and growing relationships with an existing client bank, not just cold-calling for new ones.

What the role looks like:

Regular reviews and ongoing engagement with an established client base. Tailored advice across pensions, investments, protection and savings. You're backed by Client Services Executives and Paraplanners, so your time goes on advice and clients, not paperwork.

What you'll need:

CFP, or working towards, is ideal - QFA is essential. Strong knowledge across investments, pensions, protection and savings. Someone who can explain complex stuff simply and build relationships that last.

What's on offer:

Great base plus a strong bonus structure, negotiable for the right person. Fantastic hybrid options. 25 days annual leave. Significant employee pension contributions. Genuine investment in your development, and a firm that's actually been recognised for how it treats people, not just claims it.