Senior Pension & Financial Planning Manager (Hybrid)

Davy; Dublin; Hybrid; EUR 60,000 - 80,000; Full time

Job summary

A financial services firm in Dublin is seeking a Financial Planning Advisor to provide pension and financial planning advice to high-net-worth clients. The successful candidate will have at least 5 years of relevant experience and a comprehensive understanding of the Irish pension market. Responsibilities include developing innovative solutions and contributing to strategic initiatives within the team. A competitive remuneration package and opportunities for growth are offered.

Benefits

Health and wellness benefits

Flexible working options

Learning and development opportunities

Comprehensive Employee Assistance Programme

Qualifications

• Minimum 5 years’ experience in a pensions technical / retirement advice role.
• Comprehensive knowledge of Irish pension and tax regulations.
• Ability to manage conflicting priorities and large projects.

Responsibilities

• Provide pension and financial planning advice to high-net-worth individuals.
• Develop innovative solutions incorporating pension, tax, and investment knowledge.
• Contribute to key strategic initiatives across Davy Private Clients.

Skills

Strong communication and presentation skills

Attention to detail

Self-motivated

Organisational skills

Teamwork

Education

Degree or Masters level qualification in a business related discipline

Professional qualification in a related discipline

QFA qualification

Tools

MS Word

MS Excel

MS Outlook

MS PowerPoint

Job description

A financial services firm in Dublin is seeking a Financial Planning Advisor to provide pension and financial planning advice to high-net-worth clients. The successful candidate will have at least 5 years of relevant experience and a comprehensive understanding of the Irish pension market. Responsibilities include developing innovative solutions and contributing to strategic initiatives within the team. A competitive remuneration package and opportunities for growth are offered.