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Financial Planning Associate

  • Image for Employer
    Fenrir Financial Ltd
  • Image for Job Ref
    Ref: #JOB-2467814
  • Image for Location
    2 Sutton Cross, Dublin 13, D13 E2Y4
  • Image Position
    No of positions: 1
  • Image Part Time
    Paid Position
  • Image Hours per week
    39 hours per week
  • Image for Euro
    36605.00 Euro Annually
  • Image for Published
    Published On: 07 Sep 2026
  • Image for Closing
    Closing On: 05 Oct 2026

In order to work in Ireland a non-EEA National, unless they are exempted, must hold a valid employment permit. Please review the Eligibility and requirements for an employment permit if you are unsure of your eligibility to apply for this vacancy. 


Job Description
Fenrir Financial is seeking a suitably qualified and experienced Financial Planning Associate to join its team.   The successful candidate will support the delivery of financial planning services and will be responsible for preparing and analysing financial information and documentation to support client financial planning and recommendations.

Key Responsibilities
•	Preparing information and documentation of financial recommendations.
•	Preparing, reviewing and analysing annual client reviews.
•	Working with Voyant financial planning software to support financial planning and cashflow analysis.
•	Analysing clients’ financial information, including income, expenditure, assets, liabilities and financial objectives.
•	Preparing and maintaining financial plans, cashflow projections and supporting spreadsheets.
•	Supporting the overall financial planning process and preparing relevant client documentation.
•	Working with and analysing investment, pension and other financial data to support financial planning and client recommendations.
•	Maintaining accurate and up-to-date client and financial information.
•	Assisting with the preparation of documentation required for client meetings 


Essential Requirements: 
•	A minimum of 2 years' relevant experience within the financial services or financial planning sector.
•	An MSc in Finance and Accounting or a closely related qualification.
•	A recognised Qualified Financial Adviser (QFA) qualification.
•	Experience in preparing financial recommendations and supporting annual client reviews.
•	Experience using Voyant financial planning software and preparing financial plans and cashflow projections.
•	Strong analytical and numerical skills.
•	Experience working with investment, pension and other financial information.
•	Excellent organisational skills and attention to detail.
•	The ability to handle confidential client information professionally.
  • Sector:

Career Level

  • Professional

Candidate Requirements

Essential Desirable

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