Financial Planning Associate Director

We are currently working with a leading Wealth Management firm who are looking to hire an Associate Director to join their Financial Planning team. This role will require detailed practical knowledge of insurance solutions in the Irish market place and the ability to identify and implement suitable insurance cover aligned with private clients needs. Responsibilities of this Financial Planning Associate Director Job: Liaise with Private Client Advisers to help identify suitable clients with insurance and protection needs, with a particular focus on the needs of business owner clients and clients that are engaged in succession planning Review detailed client financial plans prepared by members of the Financial Planning team to ensure high quality insurance and protection advice and to identify insurance needs within Conduct market reviews of most suitable insurance policies in the market to meet individual client needs. Recommend and implement policies, closely maintaining relationships ...