Financial Planner

Financial Services & Insurance
Employment type
Full Time
Apply Now

Financial Planner

We are hiring for our client, an established financial services organisation, seeking an experienced Financial Planner to join its Personal Financial Planning team.

The Financial Planner will advise individuals, families and business owners, helping them make informed decisions across retirement planning, investments, protection, inheritance planning and savings. This is an excellent opportunity to build trusted, long-term client relationships while working alongside an experienced and collaborative team.

Top 3 Things to Know About this Job:

  1. The Role – Deliver holistic, personalised financial advice across a broad range of planning areas

  2. The Person – QFA-qualified Financial Planner with at least five years’ advisory experience

  3. The Reward – Competitive package, professional development and the opportunity to grow within an established business

The Role:

  • Build and maintain long-term relationships through regular client contact and proactive financial reviews

  • Understand clients’ financial circumstances, objectives and future priorities

  • Develop tailored financial plans covering pensions, investments, protection, savings and inheritance planning

  • Present clear, practical recommendations in a way clients can easily understand

  • Collaborate with internal specialists to deliver strong client outcomes

  • Identify new opportunities and generate referrals through professional relationships and networking

  • Maintain accurate client records and operate in line with regulatory and compliance requirements

The Person:

  • QFA qualification is essential

  • RPA or CFP designation would be advantageous

  • At least five years’ experience in a financial planning or advisory role

  • Strong technical knowledge of pensions, investments, protection and wider financial-planning strategies

  • Excellent interpersonal, communication and relationship-management skills

  • Commercially aware and comfortable developing new client opportunities

  • Able to work independently while contributing to a collaborative team

The Rewards:

  • Competitive salary and benefits package

  • Supportive and professional working environment

  • Access to internal specialists

  • Long-term career-development opportunities

  • Opportunity to provide meaningful, holistic advice to a varied client base

Next Steps

For further information and to apply for this Financial Planner job, contact Connor Donaghy at Hunter Savage.

Hunter Savage provides expert, confidential advice from consultants with deep market knowledge across Accountancy, Finance and Financial Services throughout Ireland.

Salary details are intended as a guide and will depend on experience and expertise. We reserve the right to heighten shortlisting criteria depending on the calibre of response.

Apply Now