Financial Planning Manager

Goodbody is a leading financial services firm, committed to serving and growing client relationships for 150 years. We are a full service, investment-led business offering wealth management, asset management, investment banking and private equity services. Our staff of over 400 work in offices across Dublin, London, Cork and Galway. We’re proud to offer prospective employees a professional, collegial work environment that encourages diversity of thought and background. Our reputation in the Irish market for putting customers first is as consistent as the company’s long-standing commitment to giving back to the communities that we work in. About the Financial Planning Manager role (Permanent) The Financial Planning Team provide a high level of expert advice and guidance to Wealth Management clients in Goodbody. We are seeking an energetic individual with a high level of technical ability in advising wealth clients. The successful person will join a highly collaborative team of leading names in the retirement, taxation and financial planning industry and will support these Wealth Management advisors and their clients by designing & presenting cohesive financial plans and executing the agreed planning outcomes. Business Accountabilities include:

• Work with and support the Head of Financial Planning to deliver market leading Financial Planning advice to clients of Wealth Management.
• Display the ability to comfortably advise high net-worth individuals and their families.
• Partner with an experienced team of product specialists and advisors to offer expert guidance on customised solutions to clients and provide them with a professional service.
• Identifying current and potential clients and businesses who may benefit from professional needs analysis.
• Advising on a broad range of wealth, retirement and protection planning strategies.
• Implementation of agreed client actions and assist with executing CPC related business with our preferred providers.
• Keep up to date with market developments and ensure Goodbody is at the forefront of best advice.
• Be involved in shaping the evolution of a core element of the business.
• Ongoing client support and relationship management.

Qualifications and Experience

• A third level business, financial or investment qualification.
• Society of Trust & Estate Practitioner / AITI Chartered Tax Advisor.
• Minimum five years Financial Planning experience required.
• Experience of advising clients in the areas of retirement planning, estate planning and protection.

Ideal Characteristics

• The ability to deliver tangible results through personal application.
• A team player with an ability to work in and adapt to a quickly changing environment.
• The ability to form good working relationships with clients and across multi-disciplinary teams.
• The ability to network, generate own pipeline and use own contacts.
• Demonstrate high levels of personal initiative and client service.
• Financial and digital literacy (MS Office), strong technical skills and attention to detail.
• Strong presentation and communication skills.
• Highest professional and ethical standards in advising and executing strategy on behalf of clients.
• An understanding and interest in investment markets.
• Knowledge of financial needs analysis software and market intelligence software an advantage.
• Familiarity with the operational and systems requirements of CPC and other regulatory requirements.

Goodbody is focused on helping our employees thrive, and we do this by bringing to life our Employee Value Proposition (EVP) ‘Together we prosper’. Our firm’s purpose is to create long-term prosperity, and we cannot execute our purpose without the right talent at Goodbody. To make sure we attract and retain industry-leading, passionate and inspiring talent, we’ve built a vibrant culture based on inclusion, opportunities to grow and a commitment to ‘do the right thing’, one of our core values. We live this by offering:

• Regular employee events through our universal inclusion programme fostering a sense of belonging and celebrating differences. And an ‘always on’ approach to social, financial, mental and physical wellbeing.
• A benefits package that includes a generous pension scheme, educational sponsorship and health insurance, along with a hybrid working model to promote better work/life balance.
• Opportunities to give back through sustainability initiatives, volunteering and on-site and online meetings with our charity partners.

Goodbody is an equal opportunities employer and is committed to fostering an inclusive workplace which values and benefits from the diversity of our workforce. Reasonable accommodations are offered at every stage of our recruitment process. Should you have a reasonable accommodation request, please include a note in your application or email us directly at HR@Goodbody.ie. #J-18808-Ljbffr