Head of Insurance Recruitment | Matching the right people with the right opportunities, and vice versa!
Senior Wealth Manager
The Company
Our client is a growing wealth‑management firm with a strong Dublin presence, and thanks to continued expansion, they’re now looking to bring an experienced Financial Planner on board. This person will work closely with their HNW and corporate clients, offering tailored advice and long‑term strategic guidance.
The Role
The focus of this role is to deliver high‑quality, personalised financial guidance that helps clients reduce costs, optimise tax planning, and build long‑term wealth. You’ll be a trusted adviser, helping clients make confident financial decisions at every stage.
What You’ll Be Doing
Carry out detailed financial assessments to uncover client goals, challenges, and opportunities.
Build and implement bespoke financial plans aligned to each client’s objectives.
Provide expert advice across a broad range of financial products and services.
Keep ahead of market trends, regulatory changes, and economic developments.
Foster long‑lasting client relationships through clear communication and regular reviews.
Work closely with internal teams to deliver a truly holistic client experience.
Ensure all advice meets regulatory and ethical standards.
About You
We’re looking for a motivated, client‑focused adviser who genuinely enjoys helping people achieve financial freedom and long‑term security.
You’ll be experienced in developing fully tailored financial plans, with strong technical capability across:
Protection
What you’ll bring
QFA minimum; CFP, RPA, or SIA is a strong bonus.
At least 7 years of experience in wealth management or financial advisory.
Proven expertise with Irish pensions, protection products, and investment solutions.
Excellent communication skills and the ability to build strong, trusting client relationships.
Strong analytical skills with the ability to simplify complex information.
Highly organised, detail‑driven, and comfortable juggling multiple priorities.
Collaborative mindset with a genuine team‑player approach.
The Offer
A permanent, full‑time role with strong progression opportunities for the right person. Salary will reflect experience, and the package will include a competitive base, bonus structure, and LTIP designed to attract and retain top talent.
Job Details
Seniority level: Director
Employment type: Full‑time
Job function: Business Development
Industries: Investment Management, Financial Services, and Investment Advice
Dublin, County Dublin, Ireland
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