Director Financial Planning

We are delighted to partner exclusively with a prestigious blue-chip financial services firm to hire a Director of Financial Planning. This role is pivotal in providing strategic wealth planning guidance and bespoke solutions to high-net-worth clients based primarily in Ireland. This job is based in Dublin City, hybrid with an excellent package.

Key Responsibilities:

• Deliver expert advice on succession planning, including private trusts and private foundations.

• Develop and implement comprehensive wealth structuring strategies.

• Offer solutions for taxation, relocation, and mobility issues.

• Provide guidance on family governance and liquidity management.

What’s on offer:

• A dynamic and supportive corporate culture.

• Competitive compensation packages.

Skills:

• Minimum of 5 years of professional experience a wealth management company, private bank, legal practice, tax advisor, fiduciary company)

• University degree in Law, Tax or a related field.

• Additional qualifications linked to the area of expertise, such as STEP accreditation, are preferred.

• Passion for wealth planning for Irish private clients.

Please reach out to Jean Moran on j.moran@capital 8.ie / +353 86 8116693 to arrange a confidential discussion.