Senior Financial Planner – Holistic Advisory

About the role

Financial Planning Matters is seeking an experienced Senior Financial Planner to join its Sandyford office. You will work closely with the advice team and senior leadership to deliver bespoke, holistic financial solutions for individual and corporate clients.

Key responsibilities

• Develop and deliver comprehensive financial plans covering investments, tax efficiency, retirement, estate planning and risk management.
• Build and maintain trusted relationships with high‑net‑worth clients, providing ongoing advice and support.
• Contribute to the firm’s strategic direction by shaping financial planning policies and staying abreast of industry developments.
• Utilise advanced planning software such as Voyant and CashCalc to produce detailed cash‑flow forecasts and financial models.
• Ensure all advice complies with Irish financial regulations and professional standards.
• Mentor junior planners, sharing expertise to uphold the firm’s high service standards.

Required profile

• Qualified as a QFA or Certified Financial Planner.
• Proven experience delivering complex financial solutions for high‑net‑worth clients.
• Self‑starter with a strong passion for financial planning and the ability to manage intricate financial situations.

Required skills

• Voyant financial planning software
• CashCalc financial planning software