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Financial Planning Associate

Posted 8 days 10 hours ago by Elevate Partners

Permanent
Full Time
Other
Dublin, Ireland
Job Description
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
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