Senior Private Wealth Advisor – HNW Client Planning Dublin

Fortis Recruitment; Dublin; On-site; EUR 90,000 - 140,000; Full time

Benefits offered by this job

Bonus program

Benefits package

Job summary

Fortis Recruitment seeks an experienced Senior Wealth Manager / Financial Planner to join its private clients team in Dublin, delivering tailored financial advice to high-net-worth and corporate clients for long-term wealth growth.

You will conduct comprehensive reviews, design bespoke plans, and guide clients across retirement, estate planning and protection, while staying compliant and up-to-date with market trends.

Qualifications

• QFA qualification at minimum; CFP, RPA or SIA advantageous.
• 5+ years' experience in wealth management or financial planning.
• Excellent communication skills with high-net-worth clients.
• Strong analytical ability and ability to simplify complex concepts.
• Highly organised with ability to manage varied client workload.
• Collaborative team player attitude.

Responsibilities

• Conduct comprehensive financial reviews to understand client objectives.
• Design and implement bespoke financial plans aligned to goals.
• Provide advice across retirement, estate planning, protection and tax efficiency.
• Stay updated with market trends, legislation and economic developments.
• Build and maintain long-term client relationships with regular reviews.
• Collaborate with internal teams to ensure holistic client experience.
• Ensure all advice meets regulatory and ethical standards.

Skills

Client advisory

Relationship management

Financial analysis

Communication skills

Education

QFA qualification

CFP/RPA/SIA advantageous

Job description

Fortis Recruitment seeks an experienced Senior Wealth Manager / Financial Planner to join its private clients team in Dublin, delivering tailored financial advice to high-net-worth and corporate clients for long-term wealth growth.

You will conduct comprehensive reviews, design bespoke plans, and guide clients across retirement, estate planning and protection, while staying compliant and up-to-date with market trends.