Senior Financial Planner

Elevate Partners; Limerick; In loco; EUR 65.000 - 90.000; Tempo pieno

Descrizione del lavoro

Elevate Partners in Limerick is seeking a Senior Financial Planner to join a growing wealth management team. You will be responsible for managing a diverse client portfolio and delivering tailored financial strategies.

Responsibilities include building new business, conducting regular reviews, and ensuring all regulatory requirements are met. You will leverage pensions, investments, protection and savings knowledge to help clients achieve their objectives in a quality-driven environment.

Competenze

• 5 years experience as Financial Planner/Advisor
• QFA essential and CFP desirable
• Excellent communication and interpersonal skills
• Excellent technical skills in pensions, investments, protection and savings
• Excellent organisational skills

Mansioni

• Drive new business opportunities and consistently achieve sales targets while maintaining a client-focused approach and adhering to regulatory requirements
• Manage and develop an existing portfolio of clients. Conduct regular financial reviews and identify opportunities to enhance their financial plans
• Generate new business through client referrals, existing relationships and prospective client enquiries
• Provide tailored financial advice and recommendations based on individual client needs, objectives and financial circumstances
• Manage the end-to-end sales and application process, ensuring all documentation is completed accurately and policies are processed efficiently

Conoscenze

Communication

Interpersonal

Pensions

Investments

Protection

Savings

Formazione

QFA essential

CFP desirable

Descrizione del lavoro

Limerick, Ireland | Posted on 30/10/2026

• Salary Competitive salary and benefits package
• Date Opened 30/10/2026
• Job Type Full time
• Work Experience 5-7 years
• City Limerick
• Province Limerick
• Country Ireland
• Postal Code V94

About Us

Elevate Partners is a boutique Search Firm dedicated to Financial Services appointments across Europe. Covering sectors such as:

• Accounting and Finance
  
• Asset and Wealth Management
  
• Aircraft Leasing
  
• Energy and Infrastructure
  
• ESG and Sustainability
  
• Investment Banking
  
• Private Equity
  
• Risk and Compliance
  

Job Description

We are currently working with a growing wealth management firm that are looking to hire a Senior Financial Planner to join their team in Limerick.

Responsibilities:

• Drive new business opportunities and consistently achieve sales targets while maintaining a client-focused approach and adhering to regulatory requirements
• Manage and develop an existing portfolio of clients. Conducting regular financial reviews and identifying opportunities to enhance their financial plans
• Generate new business through client referrals, existing relationships and prospective client enquiries
• Provide tailored financial advice and recommendations based on individual client needs, objectives and financial circumstances
• Manage the end to end sales and application process, ensuring all documentation is completed accurately and policies are processed efficiently

Requirements:

• Ideally 5 years experience as a Financial Planner/Advisor
• QFA essential and CFP desirable
• Excellent communication and interpersonal skills
• Excellent technical skills in the areas of pensions, investments, protection and savings
• Excellent organisational skills