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Financial Planning Manager (Pensions), Dublin
Client:
Elevate Partners
Location:
Dublin, Ireland
Job Category:
Other
EU work permit required:
Yes
Job Reference:
f79dfcda58e5
Job Views:
84
Posted:
21.01.2025
Expiry Date:
07.03.2025
Job Description:
We are currently working with a leading Wealth Management firm who are looking to grow out their Financial Planning team and hire a Financial Planning Manager (Pensions) to join their team in Dublin on a 12-Month FTC.
This position will incorporate the provision of pension and financial planning advice and retirement solutions to high-net-worth individuals.
Role Duties include:
1. Have a comprehensive understanding of the Irish pension and wealth management market and apply this knowledge in dealing with internal and external stakeholders.
2. 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.
3. Drives and contributes to key strategic and commercial initiatives across the firm's Private Clients division.
4. Contribution to thought leadership to pro-actively deliver key messages to clients and increase awareness of the firm's proposition in the marketplace.
Requirements
1. Degree or Masters level qualification in a business related discipline.
2. Minimum 5+ years’ experience in a technical and client facing role.
3. Comprehensive knowledge of the Irish pension and tax regulations and legislation.
4. Completion of a professional qualification in a related discipline, QFA Qualification.
5. Self-motivated, commercial and entrepreneurial in nature.
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