Senior Financial Planner

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