Senior Financial Planner - Munster

Engage People Recruitment; Cork; Hybrid; EUR 65,000 - 85,000; Full time

Benefits offered by this job

Permanent Health Insurance

Death in Service benefit

Matched Pension contribution

Flexible working model

Job summary

Engage People Recruitment is seeking a Financial Planning professional to build a strong book of business from a nationwide client base across Ireland. You’ll work with an established client base, develop long-term relationships, and grow your portfolio while enjoying flexible working arrangements and a highly attractive commission structure.

You’ll join an experienced leadership team and benefit from a supportive environment focused on growth and development, with a strong market backing and a

Qualifications

• QFA qualified with at least 6 years' experience in Financial Planning, Life & Pensions, or Wealth Management.
• Strong knowledge of pensions, investments, protection, and broader financial planning solutions.
• Proven ability to develop client relationships and achieve commercial targets.

Responsibilities

• Develop new business opportunities through referrals, networking, and existing relationships.
• Provide tailored financial planning advice across pensions, investments, protection, and savings solutions.
• Conduct comprehensive client reviews and financial fact-finding meetings.
• Develop and maintain a strong pipeline of prospective and existing clients.
• Identify opportunities to introduce additional financial planning services.
• Build long-term client relationships through ongoing support and regular engagement.
• Ensure all recommendations meet regulatory and compliance requirements.
• Work closely with colleagues across the business to support growth and referral opportunities.

Skills

Client relationship management

Financial planning

Pensions

Investments

Regulatory compliance knowledge

Education

QFA qualified

Job description

If you're a Financial Planning professional looking for the opportunity to build a strong book of business while benefiting from an established client base, this may be for you. As a Munster-based opportunity, you'll have the flexibility to work with clients from anywhere in the region while developing long-term relationships and growing your portfolio.

This is an opportunity to work alongside an experienced leadership team with a proven track record of building successful and sustainable businesses. With flexible working arrangements and a highly attractive commission structure, you'll have the freedom to manage your client relationships while maximising your earning potential.

Key Responsibilities

• Develop new business opportunities through referrals, networking, and existing relationships.
• Provide tailored financial planning advice across pensions, investments, protection, and savings solutions.
• Conduct comprehensive client reviews and financial fact-finding meetings.
• Develop and maintain a strong pipeline of prospective and existing clients.
• Identify opportunities to introduce additional financial planning services.
• Build long-term client relationships through ongoing support and regular engagement.
• Ensure all recommendations meet regulatory and compliance requirements.
• Work closely with colleagues across the business to support growth and referral opportunities.

Is this you?

• QFA qualified with at least 6 years' experience in Financial Planning, Life & Pensions, or Wealth Management.
• Strong knowledge of pensions, investments, protection, and broader financial planning solutions.
• Proven ability to develop client relationships and achieve commercial targets.

What's on offer

• Salary between €65,000 to €85,000.
• Strong commission structure with significant earning potential.
• Flexible working model.
• Nationwide opportunity with the flexibility to support clients across Ireland.
• Access to an established and warm client base.
• Matched Pension contribution.
• Permanent Health Insurance.
• Death in Service benefit.
• Opportunity to join a highly respected financial services brand with strong market backing.
• Supportive leadership team focused on long-term growth and development.