Financial Planner (Non-Sales)

Location:

Dublin (Remote)

Job Type:

Permanent / Full Time

Sector:

Life and Pensions

Salary:

Negotiable based on experience

About the Role

  • No sales. No targets. Just proper financial planning.
  • You’ll work directly with the lead advisor, helping deliver clarity and peace of mind to real, nice people.
  • This is a brilliant fit if you’re already strong technically and want to focus on doing great work, not chasing leads and pushing products.

What You’ll Do

  • Shadow the lead advisor in every client meeting (initially)
  • Take detailed notes and document everything clearly, learn how we do it
  • Delegate tasks to the support team, and action others yourself
  • Manage all follow-through and ensure nothing slips
  • Technical research and build financial strategies and reports for new and existing clients
  • Support our research and ideation for Podcast and Blogs
  • Work on ad-hoc projects with the team, to improve our services and client outcomes
  • Shape the advice, together with the Director, Operations Manager and Client Service
  • Maintain data, CRM, records, reports and all administration with exceptional care and detail

What You’ll Bring to the Table

  • Technically qualified (QFA, CFP, Chartered)
  • Comfortable with cashflows, tax, pensions, and investment planning
  • Solid paraplanner with sharp attention to detail
  • Excellent written and verbal communication
  • Experienced with planning tools like CashCalc/Voyant (or quick to learn)
  • Organised, driven, and able to take initiative
  • Likes to get things done, and done right

What You WON’T Be Doing

  • Selling or cold calling
  • Managing sales targets
  • Chasing down prospects
  • Filling in fluff reports

Location & Hours

  • 80% of this job can be done on a remote basis
  • 20% in-person client and team meetings will mean some presence in Dublin region is necessary
  • Full-time, flexible schedule for the right person

HOLLY RAILES

Associate Director

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