Financial Planner - Established Client Base, Hybrid

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

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.