Financial Planning Manager

Dublin - Ireland

Salary: Not Disclosed

Experience Required: 4-5years

Posted on: 13 hours ago

Vacancies: 1 Vacancy

Job Summary

We are currently working with a leading Wealth Management firm who are looking to hire a Financial Planning Manager to join their team in Dublin. This position will incorporate the provision of pension and financial planning advice and retirement solutions to high-net-worth individuals.

Responsibilities of this Financial Planning Manager Job:

Have a comprehensive understanding of the Irish pension and wealth management market and apply this knowledge in dealing with internal and external stakeholders
Work with the Financial Planning Investment and Adviser teams to develop innovative solutions for high-net-worth individuals incorporating knowledge of pension tax protection and investment disciplines
Develop a deep understanding of the firms pensions platform together with the evolving pensions landscape and apply this knowledge in dealing with clients to drive new opportunities
Drive and contribute to key strategic and commercial initiatives across the firms Private Clients department
Contribute to thought leadership to pro-actively deliver key messages to clients and increase awareness of the firms pension and financial planning proposition in the marketplace.

Requirements of this Financial Planning Manager Job:

QFA qualification
Degree or Masters level qualification in a business related discipline
Minimum of 5 years experience in a pensions technical/retirement advice related role
Strong organisational skills including the ability to manage conflicting priorities and to manage large projects to a successful outcome
Comprehensive knowledge of the Irish pension and tax regulations and legislation