Senior Financial Planner

7 days ago

Dublin, Dublin City, Ireland Axiom Consultants Full time

Working with Axiom Consultants, our client is the leading name in the provision of
wealth management services to clients in Ireland. Due to continued growth, they are
now inviting applications for a Senior Financial Planner to join their team.

Financial Advisor key duties:

  • Onboard new clients
  • Manage own pipeline.
  • Ability to assess and analyse clients' financial circumstances to determine
    their requirements.
  • Ensure client meetings are conducted in a timely efficient manner.
  • Make recommendations and provide solutions to client's requirements.
  • Manage implementation of product recommendations
  • Responsible for the compliance around new product implementation

Required skills and experience:

  • Must have QFA designation.
  • 5+ years' experience
  • Confident with clients
  • A proactive approach to developing this function.
  • Results-driven & objective focused
  • Self-starter with a high degree of initiative without needing direction.
  • Expert knowledge of investments, pensions, protection, and savings products
  • Ability to work as part of a team.
  • Proficiency in Microsoft Office, Excel, and Microsoft Outlook
  • Ability to be flexible and adaptable.
  • Knowledge of Wealthtrack and Voyant would be a significant advantage.
#J-18808-Ljbffr

  • Senior Financial Planner

    2 weeks ago

    Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

    Job Title: Senior Financial PlannerReporting to: Premier & Choice ManagerDepartment: PlanningProsperous Financial has an exciting opportunity for an ambitious, highly proactive Senior Certified Financial Planner (CFP) to join our team at Prosperous Financial.We have a client centric approach which involves you guiding the client along the path of their...

  • Financial Planner

    3 weeks ago

    Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

    Job Title: Financial Planner Reporting to: Premier Planning Manager Department: Planning Prosperous Financial has an exciting opportunity for an ambitious, highly proactive Senior Certified Financial Planner (CFP) to join our team at Prosperous Financial. We have a client centric approach which involves you guiding the client along the path of their...

  • Financial Planner

    2 weeks ago

    Dublin, Dublin City, Ireland Prosperous Financial Full time

    Prosperous Financial has an exciting opportunity for an ambitious, highly proactive Senior Certified Financial Planner (CFP) to join our team at Prosperous Financial.We have a client centric approach which involves you guiding the client along the path of their financial journey, to support them in achieving their financial goals.The individual we are...

  • 15h Left: Financial Planner

    2 weeks ago

    Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

    Job Title: Senior Financial PlannerAbout the RoleWe are seeking a highly proactive and ambitious Certified Financial Planner (CFP) to join our team at Prosperous Financial. Our client-centric approach requires guiding clients through their financial journey, supporting them in achieving their goals.Key Responsibilities:Manage the client journey for new and...

  • Senior Financial Planner

    1 week ago

    Dublin, Dublin City, Ireland beBee Careers Full time

    Senior Financial Advisor RoleWe are seeking a highly proactive Senior Certified Financial Planner (CFP) to guide clients through their financial journey and support them in achieving their long-term financial objectives.Key Responsibilities:Manage the client journey for both new and existing clients.Onboard new clients and maintain strong, long-term...

  • Financial Planner

    2 days ago

    Dublin, Dublin City, Ireland Fairstone Ireland Full time

    Direct message the job poster from Fairstone IrelandFinancial Planning Performance Manager at Fairstone Asset Management DAC t/a Fairstone & AskPaulCompany DescriptionFairstone Ireland is a comprehensive wealth management firmAs part of the Fairstone Group, we provide tailored financial solutions, including financial planning, retirement planning, estate...

  • Senior Financial Planner

    4 days ago

    Dublin, Dublin City, Ireland Axiom Consultants Full time

    Senior Financial Planner - Join Our Client's Team in IrelandWe are excited to invite applications for a Senior Financial Planner to join our client, the leading provider of wealth management services in Ireland.About Our ClientOur client is a renowned name in the industry, providing top-notch wealth management services to clients across Ireland. Due to their...

  • Senior Financial Planner

    3 days ago

    Dublin, Dublin City, Ireland beBee Careers Full time

    Senior Financial Planner">About The Job:This is an exciting opportunity for a Senior Financial Planner to join our experienced team. As a key member, you will be responsible for managing and growing a client base in Dublin and surrounding areas.Your Main Responsibilities Will Include:Managing and building relationships with existing clients.Providing expert...

  • Senior Financial Planner

    3 weeks ago

    Dublin, Dublin City, Ireland Eirkoo Full time

    4 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.This range is provided by Eirkoo. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeDirect message the job poster from EirkooAssociate Director | Recruiting Top Talent within Financial...

  • Senior Financial Planner

    2 weeks ago

    Dublin, Dublin City, Ireland beBee Careers Full time

    Senior Financial AdvisorWe are seeking an experienced and ambitious financial advisor to join our expert team. As a holistic financial planner, you will provide professional advice to clients based on their individual needs.You will identify financial planning requirements with clients and develop tailored solutions.Maintain and develop strong relationships...