Senior Financial Planner

Elevate Partners; Limerick; On-site; EUR 65,000 - 90,000; Full time

Job summary

Elevate Partners in Limerick is seeking a Senior Financial Planner to drive new business, manage client portfolios and provide tailored financial advice. You will conduct regular reviews, identify opportunities to enhance plans and support end-to-end sales with accurate documentation.

The role requires strong communication, regulatory knowledge and 5 years in the field, with QFA essential and CFP desirable. A client-focused, organised professional will excel in this position.

Qualifications

• Ideally 5 years' experience as a Financial Planner/Advisor.
• QFA is essential; CFP is desirable.
• Excellent communication and interpersonal skills.
• Strong technical knowledge across pensions, investments, protection and savings.
• Strong organisational skills.

Responsibilities

• Drive new business opportunities and 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 end-to-end sales and application process, ensuring all documentation is completed accurately and policies are processed efficiently.

Skills

Sales targets

Client portfolio management

Financial planning

Communication skills

Regulatory compliance knowledge

Organisational skills

Pensions/Investments/Protection

Education

QFA (essential)

CFP desirable

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