Financial Planner

12 November 2025

We are currently working with an established Wealth Management firm who are looking to hire a Financial Planner to join their team in Dublin. 

Responsibilities of this Financial Planner Job:
  • Prepare all paperwork for new business proposals 
  • Complete client profiles and fund switch forms 
  • Email annual portfolio reviews for accuracy 
  • Attend client meetings as requested 
  • Deal with ad-hoc client queries and requests 
Requirements of this Financial Planner Job:
  • The ideal candidate will have a minimum of 2 years experience in the financial services industry 
  • QFA or equivalent qualification
  • Excellent organisational skills and time management 
  • Strong knowledge of MS Office applications 
  • Client focused and efficient, with specific attention to detail 
This is an excellent opportunity for an individual looking to progress their career in the Wealth Management space. 

For more information on this Financial Planner job, or to discuss the role in more detail contact Aoife Stokes at astokes@elevatepartners.ie 

Apply

Name
Address(Required)
Max. file size: 50 MB.