Senior Financial Planner

Posted 2 hours 3 minutes ago by Elevate Partners

Permanent
Full Time
Other
Limerick, Ireland
Job Description

Limerick, Ireland Posted on 30/10/2026

  • Salary Competitive salary and benefits package
  • Date Opened 30/10/2026
  • Job Type Full time
  • Work Experience 5-7 years
  • City Limerick
  • Province Limerick
  • Country Ireland
  • Postal Code V94
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 growing wealth management firm that are looking to hire a Senior Financial Planner to join their team in Limerick.

Responsibilities:

  • Drive new business opportunities and consistently achieve sales targets while maintaining a client-focused approach and adhering to regulatory requirements
  • Manage and develop an existing portfolio of clients. Conducting regular financial reviews and identifying opportunities to enhance their financial plans
  • Generate new business through client referrals, existing relationships and prospective client enquiries
  • Provide tailored financial advice and recommendations based on individual client needs, objectives and financial circumstances
  • Manage the end to end sales and application process, ensuring all documentation is completed accurately and policies are processed efficiently
Requirements:
  • Ideally 5 years experience as a Financial Planner/Advisor
  • QFA essential and CFP desirable
  • Excellent communication and interpersonal skills
  • Excellent technical skills in the areas of pensions, investments, protection and savings
  • Excellent organisational skills