Financial Planner

Hunter-Savage-; Ireland; On-site; EUR 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Professional development opportunities

Job summary

Hunter-Savage- is recruiting an experienced Financial Planner to join its Personal Financial Planning team in Ireland. You will advise individuals, families and business owners on retirement planning, investments, protection, inheritance planning and savings, building trusted long-term client relationships.

The ideal candidate holds a QFA designation (CFP advantageous) with at least five years’ advisory experience and strong knowledge of pensions, investments and wider financial planning

Qualifications

• Build and maintain long-term relationships with clients and regular reviews.
• Develop tailored financial plans covering pensions, investments, protection, savings and inheritance.
• QFA-qualified with at least five years advisory experience.

Responsibilities

• Build and maintain long-term relationships with clients through regular contact and proactive financial reviews.
• Understand clients’ financial circumstances, objectives and future priorities.
• Develop tailored financial plans covering pensions, investments, protection, savings and inheritance planning.
• Present clear, practical recommendations in a way clients can easily understand.
• Collaborate with internal specialists to deliver strong client outcomes.
• Identify new opportunities and generate referrals through professional relationships and networking.
• Maintain accurate client records and comply with regulatory requirements.

Skills

Client relationship management

Financial planning

Pensions & investments knowledge

Regulatory compliance knowledge

Education

QFA designation

CFP designation

Job description

Financial Planner (a466ca1e47bc_financ) Republic of Ireland

We are hiring for our client, an established financial services organisation, seeking an experienced Financial Planner to join its Personal Financial Planning team.

The Financial Planner will advise individuals, families and business owners, helping them make informed decisions across retirement planning, investments, protection, inheritance planning and savings. This is an excellent opportunity to build trusted, long-term client relationships while working alongside an experienced and collaborative team.

Top 3 Things to Know About this Job:

The Role – Deliver holistic, personalised financial advice across a broad range of planning areas

The Person – QFA-qualified Financial Planner with at least five years’ advisory experience

The Reward – Competitive package, professional development and the opportunity to grow within an established business

The Role:

Build and maintain long-term relationships through regular client contact and proactive financial reviews

Understand clients’ financial circumstances, objectives and future priorities

Develop tailored financial plans covering pensions, investments, protection, savings and inheritance planning

Present clear, practical recommendations in a way clients can easily understand

Collaborate with internal specialists to deliver strong client outcomes

Identify new opportunities and generate referrals through professional relationships and networking

Maintain accurate client records and operate in line with regulatory and compliance requirements

The Person:

RPA or CFP designation would be advantageous

At least five years’ experience in a financial planning or advisory role

Strong technical knowledge of pensions, investments, protection and wider financial-planning strategies

Excellent interpersonal, communication and relationship-management skills

Commercially aware and comfortable developing new client opportunities

Able to work independently while contributing to a collaborative team

The Rewards:

Competitive salary and benefits package

Supportive and professional working environment

Access to internal specialists

Long-term career-development opportunities

Opportunity to provide meaningful, holistic advice to a varied client base

Salary details are intended as a guide and will depend on experience and expertise. We reserve the right to heighten shortlisting criteria depending on the calibre of response.