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Financial Planning Associate

Yesterday 2026/09/03
Other Business Support Services
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Job description

We are currently working with a leading Wealth Management firm who are looking to hire a Financial Planning Associate to join their team in Dublin. This role will provide exposure to client meetings whilst developing technical expertise in financial planning.
Responsibilities of this Financial Planning Associate Job:

  • Create goals based financial plans and investment solutions for clients 
  • Engage with clients both personally and digitally in the end-to-end process from fact finding to presenting financial plans 
  • Liaise with technical specialists within the team and Private Client Advisers in preparing and delivering financial plans
  • Produce regular reviews of financial plans to meet changing needs of clients 
  • Use internal cash flow modelling tools 
Requirements of this Financial Planning Associate Job: 

  • Degree or Masters level qualification 
  • QFA qualification or willingness to complete 
  • Exceptional interpersonal skills, listening and communication skills with a high level of empathy
  • An ability to work effectively as part of a growing & energetic team 
  • Experience in a financial services firm desirable 
This is an excellent opportunity for someone who is looking to develop their career in the Wealth Management space. 
For more information on this Financial Planning Associatejob or to discuss in more detail, contact Aoife Stokes atastokes@elevatepartners.ie or apply directly below.

This job post has been translated by AI and may contain minor differences or errors.
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