Associate Director – Financial Planning

02 April 2026

We are currently working with a leading Wealth Management firm who are looking to hire an Associate Director within their Financial Planning team. The role will involve managing a team of financial planners as well as playing a key role in shaping the firm’s financial planning strategy and enhancing client outcomes.

Responsibilities of this Associate Director Financial Planning Job:
  • Design, implement and monitor a comprehensive training strategy for existing teams members and new joiners covering initial onboarding, probation reviews, on-going development and meeting regulatory supervision duties 
  • Manage and implement individual objectives and career progression paths for existing team members to ensure highly motivated team 
  • Continue to review and innovate the firm’s approach to ensure their financial plans meet the evolving needs of the adviser segments and associated client cohorts 
  • Engage with clients both personally and digitally in the end-to-end process from fact finding to presenting financial plans
  • Involvement in the roll out of new financial planning software to enhance the digital experience of clients  
Requirements of this Associate Director Financial Planning Job: 
  • Degree or Masters level qualification 
  • QFA required and willingness to complete CFP 
  • Minimum 5 years of proven people management experience including accountability for ongoing development and training as well as involvement in recruitment
  • Knowledge and experience of wealth management disciplines & previous experience within pension, tax and or investment environment desirable 
  • Excellent attention to detail 

For more information on this Associate Director Financial Planning job or to discuss in more detail, contact Aoife Stokes at astokes@elevatepartners.ie or apply directly below

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