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Financial Planner/Advisor

Type Permanent

Salary Negotiable

Location Dublin City Centre

Ref # 8080

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Barden is delighted to be partnering with an esteemed Wealth Management Firm based in Dublin. The firm advises and supports a diverse clientele comprising over 200 individuals, families, charities, and pension funds nationwide and we are looking to identify a Private Client Portfolio Manager to embark on a career within the firm.

 

The ambition is for a tenured finance professional (CFP ideally, QFA can be considered) to join the team who;

 

1) Naturally operates in an advisory first manner,

2) Has experience in investment management,

3) Can support the managing partner on key clients and,

4) Over time, can naturally be a part of the growth of the firm.

 

This person will need to be smart, a confident communicator, credible when engaging with high-net-worth individuals and have a good reputation in the broader market.

 

This opportunity offers flexibility and autonomy, allowing the right person to have a broader impact on the business and have it work with their life. Additionally, this role offers valuable learning experiences, including client acquisition, proposition development, a wide breath of advisory work and autonomy in decision-making.

 

Curious? You should be. Hit apply or contact Jodie Meehan (jodie.meehan@barden.ie) and Jodie and her team will take things from there. Simple.

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Hi, we’re Barden.  We’re the Partner Led Talent Advisory & Recruitment Firm that puts Talent first. With practices across Accounting & Tax, Business Support, Financial Services, Legal, Life Sciences, Supply Chain, and Technology, we help build world-class teams for Ireland’s top companies and we help top Talent achieve their ambitions. Simple.

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Working with Jonathan’s team
Jonathan Olden leads a team of accounting recruitment experts that work exclusively with the accounting professionals across Munster. With a deep understanding of leading businesses, team structures, cultures and the nuances of the Munster market, Jonathan and his team, many of whom are accountants themselves, go to great lengths to provide a consultative and supportive service to the people they work with. Jonathan and his team are where accounting professionals in Munster go for advice before they start looking for a job.

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