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Have a comprehensive understanding of the Irish pension and wealth management market and apply this knowledge in dealing with internal and external stakeholders. Work with the Financial Planning, Investment and Adviser teams to develop innovative solutions for high-net-worth individuals incorporating knowledge of pension, tax, protection and investment disciplines. Develop a deep understanding of the p...
About the Role
This position will incorporate the provision of pension and financial planning advice and retirement solutions to high-net-worth individuals. The successful individual will work as part of a team of in-house financial planning experts, providing technical expertise and meeting support, working closely with our investment and Private Client Adviser teams. As part of a dynamic environment, the role will require an innovative and commercial skillset to drive positive outcomes for existing clients and new prospects.
In the role, the successful candidate will:
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