Senior Financial Advisor

3 weeks ago


Dublin, Dublin City, Ireland SPEEDECK Full time
Dublin (Hybrid), Ireland Description

Reporting to: Head of Planning

Department: Planning

We have an exciting opportunity for an ambitious, highly proactive, Qualified Senior Financial Advisor (QFA) to join our new Choice advice offering within Prosperous. Further details on our Choice service can be found at

  • 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

Why work with us:

  • 22 annual leave plus company days
  • 5% employer pension contributions (following successful probation)
  • Income protection (following successful probation)
This page can't load Google Maps correctly.
#J-18808-Ljbffr

  • Dublin, Dublin City, Ireland Motor Distributors Limited Full time

    Motor Distributors Limited, the exclusive importer and distributor of Mercedes-Benz ('MB'), Smart and BYD in Ireland wishes to recruit a Senior Financial Accountant for the Finance Department. We are looking for an experienced, motivated, proactive professional who will be responsible for managing the monthly reporting process, annual reporting...

  • Senior Legal Advisor

    3 weeks ago


    Dublin, Dublin City, Ireland Cpl Full time

    Our client Competition and Consumer Protection Commission (CCPC) is seeking a Senior Legal Advisor at Assistant Principal level.Division OverviewThe CCPC's Legal Services Division is a centralised support function to the whole organisation. It comprises an in[1]house team of talented and motivated solicitors and barristers who have joined the organisation...

  • Advisor/Sr Advisor

    1 day ago


    Dublin, Dublin City, Ireland eli lilly and company Full time

    Advisor/Sr Advisor - PharmacoepidemiologyLocations: Ireland, CorkTime Type: Full-timePosted on: Posted YesterdayJob Requisition ID: R-63073At Lilly, we are a global healthcare leader based in Indianapolis, Indiana. We are dedicated to discovering and providing life-changing medicines, improving disease management, and contributing to communities through...


  • Dublin, Dublin City, Ireland Cpl Full time

    My client in the motor industry located in South Dublin, is looking for a Senior Service Advisor, if you have at least 2 years' experience within the motor industry please apply directly or send your CV to This an exciting opportunity for an ambitious technically minded person to assist in the support of the running of the service department. Skills and...


  • Dublin, Dublin City, Ireland Fiserv Full time

    Calling all innovators – find your future at Fiserv.We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day – quickly, reliably, and securely. Any time you swipe your credit card,...


  • Dublin, Dublin City, Ireland Cpl Full time

    你说中文吗? 你想找到新工作? 你可以和我聊聊We are seeking a highly skilled and experienced financial reporting manager with fluency in Chinese to join our team. The successful candidate will be responsible for overseeing the preparation and analysis of financial statements, ensuring compliance with accounting standards, and managing the...


  • Dublin, Dublin City, Ireland REACH INTERNATIONAL INC Full time

    Audit Senior - Financial Services - Dublin, Ireland Dublin, Ireland | Permanent | Excellent Package The Company Reach International is working with this global accountancy firm to appoint Financial Services Audit Seniors to their Dublin, Ireland office. The Role Delivering timely Audit and Assurance services and advice to a range of Financial Services...


  • Dublin, Dublin City, Ireland Collins McNicholas Recruitment Full time

    Senior Accountant required for a 6 month fixed term contract based in Sligo town. Hybrid opportunity. Financial Reporting and Control: Assist with the Completion of Monthly management accounts Assist with the Completion of the Monthly Group Consolidation Assist with the Completion of the Yearly budget Assist with the Yearly external audit Assist with...

  • Senior Manager

    4 days ago


    Dublin, Dublin City, Ireland REACH INTERNATIONAL INC Full time

    Senior Manager - Customs - Dublin, Ireland Dublin, Ireland | Permanent | Excellent Package The Company Reach International is working with this Global Accountancy firm to recruit a Senior Manager for the Customs and International Trade team in their office in Dublin. The Role Co-ordinate and communicate effectively with colleagues to utilise your...

  • Financial Analyst

    3 weeks ago


    Dublin, Dublin City, Ireland Cpl Full time

    Who we are looking forWe are currently looking for a Financial Analyst to join the Management Control team in Dublin, working closely with the Financial Planning & Analysis (FPA) Manager. We are seeking a proactive problem-solver with a can-do approach to work, eager to learn, loves a challenge and enjoys seeking out solutions to complex issues. The ideal...


  • Dublin, Dublin City, Ireland Willis Towers Watson Full time

    Job DescriptionYour Next Career Milestone: Join WTW Dublin as a Senior Retirement ActuaryAre you an experienced actuary with a passion for retirement solutions and client impact? Your next career opportunity has arrived Join our vibrant team, office location can be either, Dublin, Galway, Limerick, Cork At WTW, we're committed to shaping the future of...


  • Dublin, Dublin City, Ireland State Street Full time

    Who are we looking for?You Are you a qualified accountant looking to expand your career in financial reporting, do you have a number of years' experience in a similar environment managing a team? well State Street Ireland is the place for you.State Street are the largest financial administrator in Ireland, this position offers an opportunity for the...


  • Dublin, Dublin City, Ireland Cpl Full time

    Responsibilities:Assist in shareholder oversight of a number of the Portfolio Companies.Review and analyse financial reports (including annual reports and interim reports etc.) and business plans prepared by Portfolio Companies.Review and analyse any borrowing, funding and capital expenditure proposals that Portfolio Companies are submitting for shareholder...


  • Dublin, Dublin City, Ireland State Street Full time

    Who are we looking for?You Are you a qualified accountant looking to expand your career in financial reporting, do you have a number of years' experience in a similar environment managing a team? well State Street Ireland is the place for you.State Street are the largest financial administrator in Ireland, this position offers an opportunity for the...

  • Scrum Master

    9 hours ago


    Dublin, Dublin City, Ireland Sun Life Financial Full time

    You are unique, just like your background, experience, and perspective. Here, you'll be inspired, empowered, and pushed to be your best self. You'll collaborate with skilled colleagues who are experts in their fields and eager to share their knowledge. Your leaders will motivate you to reach new heights and fulfill your potential. Every day will bring new...

  • Financial Planning

    4 weeks ago


    Dublin, Dublin City, Ireland GRIFOLS, S.A. Full time

    Would you like to join an international team working to improve the future of healthcare? Do you want to enhance the lives of millions of people? Grifols is a global healthcare company that since 1909 has been working to improve the health and well-being of people around the world. We are leaders in plasma-derived medicines and transfusion medicine and...


  • Dublin, Dublin City, Ireland Robert Walters Full time

    If you are interested in a unique opportunity to develop a level of subject matter expertise, play an integral role in the companies strategic priorities, and have significant exposure to senior management then keep reading.... The successful candidate will be given the opportunity to gain a broad understanding of many key facets of a large financial...


  • Dublin, Dublin City, Ireland GrabJobs Full time

    Job summarySenior Technical Project Manager Location: Cork City based with some travel to Kerry Salary: €75-80k DOE plus expenses Job seniority: mid-to-senior level Responsibilities Managing the preparation of a comprehensive brief for the projects in consultation with services and capital & estates personnel and advisors. Complying with all regulatory...


  • Dublin, Dublin City, Ireland SEI1GLOBAL Full time

    SEI Investments is a leading global provider of asset management and investment technology solutions. The company's innovative solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth. SEI is a people focused organization which encourages and recognizes employee development as being a critical...


  • Dublin, Dublin City, Ireland Zurich Insurance Company Ltd. Full time

    Senior Compliance Consultant ( Financial Crime) HybridZurich Insurance Europe AG are hiring a Senior Compliance Consultant (Financial Crime). As a Senior Compliance Consultant (Financial Crime), you will support the development, implementation, and review of compliance programs with the main area of focus being Trade and Economic sanctions, while supporting...