Senior Private Client Wealth Advisor

Morgan McKinley; Ireland; On-site; EUR 90,000 - 130,000; Full time

Job summary

Morgan McKinley in Ireland is seeking an experienced Senior Financial Planner to join its Private Client team. This senior advisory role focuses on delivering a high-quality, personalised financial planning experience to high-value clients, working closely with senior leadership and supported by Paraplanning and Client Service teams to allow focus on strategic advice and client relationships.

You will build long-term client relationships, provide holistic advice across pensions, investments,

Qualifications

• CFP qualified
• Significant experience in a senior financial planning/advisory role, ideally within a private client or high-net-worth environment
• Strong technical knowledge across pensions, investments, retirement planning, wealth structuring and succession
• Excellent communication, relationship management and influencing skills
• Proven ability to develop and deliver complex, holistic financial plans
• Strong professional presence and the ability to build trust with sophisticated clients
• Good knowledge of taxation affecting individuals and business owners would be advantageous

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

Skills

Life pensions

Investments administration

QFA financial planning

HNW Private Clients

TPBN1_IJ

Education

CFP certification

Job description

Morgan McKinley in Ireland is seeking an experienced Senior Financial Planner to join its Private Client team. This senior advisory role focuses on delivering a high-quality, personalised financial planning experience to high-value clients, working closely with senior leadership and supported by Paraplanning and Client Service teams to allow focus on strategic advice and client relationships.

You will build long-term client relationships, provide holistic advice across pensions, investments,