Senior Private Client Financial Planner

Morgan McKinley

Dublin

Hybrid

EUR 85,000 - 120,000

Full time

4 days ago

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Benefits offered by this job

Hybrid work arrangement

Job summary

Morgan McKinley seeks a senior Financial Planner to join its Private Client team in Dublin City Centre, with a requirement to be in the office one day per week. You’ll deliver high-quality, personalised financial planning for high-value clients and work alongside Paraplanning and Client Service teams to focus on strategic advice and client relationships.

You will lead client meetings, develop holistic plans across pensions, investments and wealth structuring, and ensure compliance and

Qualifications

Senior advisory experience focusing on high-value clients.
Strong knowledge across pensions, investments, retirement planning, wealth structuring, and succession planning.
Excellent communication and relationship management with sophisticated clients.

Responsibilities

Take ownership of the Private Client journey and deliver a first-class advisory experience.
Build and manage long‑term relationships with high-net-worth clients.
Provide holistic, goals‑based advice across pensions, investments, protection, retirement and succession planning.
Lead client meetings and annual reviews, ensuring plans remain aligned with clients' evolving goals.
Develop sophisticated financial plans and communicate complex concepts clearly and effectively.
Work collaboratively with Paraplanning, Client Service and senior leadership teams.
Maintain the highest standards of compliance, professionalism and client service.