Financial Planning Associate

Overview

• Salary: Competitive salary and benefits package
• Job Type: Full time
• Work Experience: 1-3 years
• City: Dublin
• Province: Dublin
• Country: Ireland
• Postal Code: D

About Us

Elevate Partners is a boutique Search Firm dedicated to Financial Services appointments across Europe. Covering sectors such as:

• Accounting and Finance
• Asset and Wealth Management
• Aircraft Leasing
• Energy and Infrastructure
• ESG and Sustainability
• Investment Banking
• Private Equity
• Risk and Compliance

Job Description

We are currently working with a leading Wealth Management firm who are looking to hire a Financial Planning Associate to join their team in Dublin. This role will provide exposure to client meetings while developing technical expertise in financial planning.

Responsibilities

• Create goals based financial plans and investment solutions for clients
• Engage with clients both personally and digitally in the end-to-end process from fact finding to presenting financial plans
• Liaise with technical specialists within the team and Private Client Advisers in preparing and delivering financial plans
• Produce regular reviews of financial plans to meet changing needs of clients
• Use internal cash flow modelling tools

Qualifications

• Degree or Masters level qualification
• QFA qualification or willingness to complete
• Exceptional interpersonal skills, listening and communication skills with a high level of empathy
• An ability to work effectively as part of a growing & energetic team
• Experience in a financial services firm desirable