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 ;
This position will incorporate the provision of pension and financial planning advice and retirement solutions to high-net-worth ;
Role Duties:
- Have a comprehensive understanding of the Irish pension and wealth management market and apply this knowledge in dealing with internal and external
- 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
- Drives and contributes to key strategic and commercial initiatives across the firms Private Clients
- Contribution to thought leadership to pro-actively deliver key messages to clients and increase awareness of the firms proposition in the
Requirements
- Degree or Masters level qualification in a business related discipline
- Minimum 5+ years experience in a technical and client facing role
- Comprehensive knowledge of the Irish pension and tax regulations and legislation
- Completion of a professional qualification in a related discipline, QFA Qualification
- Self-motivated, commercial and entrepreneurial in nature
Benefits
This is an excellent opportunity for an individual who is looking to continute to develop their career in the area of Financial ;
For more information and to arrange a confidential conversation please contact Aoife Stokes at
Degree or Masters level qualification in a business related discipline Minimum 5+ years experience in a technical and client facing role Comprehensive knowledge of the Irish pension and tax regulations and legislation Completion of a professional qualification in a related discipline, QFA Qualification Self-motivated, commercial and entrepreneurial in nature