Senior Financial Planner Headford

About Your New Employer

• Work for on of the country’s fastest-growing financial planning and wealth management firms, with a strong national presence and a clear ambition to deliver customer-centric financial planning solutions.
• You’ll join a collaborative, supportive team that empowers you to build lasting client relationships and grow your own portfolio, all while working with cutting-edge technology and a market-leading brand.
• A rapidly expanding company with over 42 locations across the UK and Ireland, offering unparalleled growth potential and a culture that values innovation, professional development, and client satisfaction.

About Your New Job

As a Senior Financial Planner, you will:

• Manage and grow a portfolio of clients, delivering high-quality, compliant advice across protection, investments, pensions, and broader financial planning needs.
• Build trusted relationships, identify new business opportunities, and work closely with internal teams to ensure an excellent client experience from initial engagement through to ongoing reviews.
• Service an existing book of clients, offering regular reviews and identifying opportunities to add value within their financial plans.
• Complete and administer all necessary documentation, maintain up-to-date and compliant client records, and contribute to the continuous improvement of administrative processes.
• Collaborate with colleagues to maximise lead generation and referrals, and contribute to the development of the department business plan.
• Maintain professional development and accreditation through ongoing training and seminars.

What Skills You Need

• 1-5 years’ experience as a Financial Planner within the Irish financial services market, ideally QFA qualified (CFP is a distinct advantage).
• Strong technical knowledge of financial planning, pensions, investments, and protection solutions.
• Excellent communication, relationship-building, and influencing skills, with a client-first approach and a proven ability to build and retain long-term relationships.
• Proficient with digital solutions for delivering advice (e.g., visualisation tools, DocuSign) and Microsoft Office packages.
• Highly motivated, solutions-focused, and able to work calmly under pressure with strong planning, organisation, and problem-solving skills.
• Comfortable developing new sources of business and managing a wide agenda.

What’s on Offer

• Competitive base salary with an attractive commission structure.
• Hybrid and remote working options from anywhere in the Republic of Ireland.
• 26 days annual leave
• Death in Service benefit
• Employer pension contribution
• Ongoing professional development, training, and clear career progression opportunities.
• Supportive, inclusive, and dynamic team environment.

What’s Next

Apply now by clicking the “Apply Now" button or call Kerry Legh directly on 091 455 302. If the job isn’t quite right but you are looking for something similar, please get in touch – we are happy to have a confidential conversation to offer CV help or market insights.

Why Apply Through Sigmar?

• We’ll help manage your job hunt, strengthen your interview skills, and tidy up your CV.
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• Gain access to exclusive roles that are not advertised elsewhere.

Ready to take the next step in your financial planning career? Apply today!