Financial Advisor
3 days ago
Our client, a boutique wealth management firm in Dublin is seeking a QFA qualified Paraplanner to provide essential support to its Directors. This part-time role offers flexibility and the chance to work closely with a dedicated team, delivering tailored financial solutions to private cleints and SMEs. What you'll do: Prepare detailed client files for advisor meetings Assist with client onboarding processes and documentation requirements Process applications while ensuring compliance regulations are adhered to Provide support on income distribution matters for clients Coordinate compliance reviews and activities across the firm Collaborate with advisors on financial planning tasks using Voyant software Adapt to evolving business needs and assist with payroll-related tasks What you bring: QFA qualification (mandatory) with proficiency in Voyant software Previous experience in financial services or wealth management roles Exceptional organisational skills with the ability to manage multiple priorities Strong communication skills and ability to build relationships with clients and colleagues alike Meticulous attention to detail when working with sensitive information Flexibility and adaptability in response to changing business demands Eagerness to develop professionally through ongoing training opportunities This is an ideal opportunity for an experienced paraplanner seeking a part-time position within a dynamic wealth management firm that values collaboration and professional growth. Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates
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Senior Financial Advisor
4 days ago
Dublin, Ireland Uniting Holding Full timeOverview Job Title: Financial Advisor Reporting to: Choice Sales Manager Department: Planning About Prosperous Financial: At Prosperous Financial, we empower individuals and households to make confident, informed financial decisions. Our client-first approach blends expert advice with personalised planning across pensions, investments, mortgages and...
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Financial Advisor
2 weeks ago
Dublin, Ireland IFAC Full timeRecruitment: Financial Advisor - Ulster Are you ready to help great clients build their future? Ifac Financial Planning provides advice and guidance to our members in the areas of Life Assurance, Pensions, Investments and Savings. Due to continued growth and expansion, we are currently recruiting a full-time Financial Advisor to join our talented team in the...
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Qualified Financial Advisor
2 weeks ago
Dublin, Ireland Xeinadin Group Full timeJob Details: Qualified Financial Advisor Full details of the job. Vacancy Name: Qualified Financial Advisor Vacancy No: VN1018 Employment Type: Permanent Location: Ireland Company Description: Xeinadin Group was established in 2019 when more than 100 successful, independent, business advisory and accountancy practices across the UK and Ireland came...
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Claims Advisor
3 weeks ago
Dublin Pike, Ireland Cornmarket Group Financial Services Ltd. Full timeWho We Are At Cornmarket, we look after the financial wellbeing of public servants and their families. We’ve been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services – from car, home, health and life insurance, to income protection, retirement planning and beyond. Role Purpose We are...
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Dublin, Ireland AIB Group Full timeLocation/Office Policy: Financial Planning Advisor, Customer Financial Planning - Dublin (Fully On Site) (Please include three bullet points below to get the candidates attention. Points should relate to the role/spec in question. Example - Are you comfortable helping customers face to face? Do you want to be the face of AIB for customers?) Are you a highly...
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High Salary: Claims Advisor
3 weeks ago
Dublin, Ireland Cornmarket Group Financial Services Ltd Full timeWho We Are At Cornmarket, we look after the financial wellbeing of public servants and their families. We've been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services - from car, home, health and life insurance, to income protection, retirement planning and beyond. Role Purpose We are looking for...
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Financial Advisor
2 weeks ago
Dublin, Ireland Robert Walters Limited Full timeOur client, a boutique wealth management firm in Dublin is seeking a QFA qualified Paraplanner to provide essential support to its Directors. This part-time role offers flexibility and the chance to work closely with a dedicated team, delivering tailored financial solutions to private cleints and SMEs. What you'll do: Prepare detailed client files for...
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Financial Consultant
3 weeks ago
Dublin, Ireland Cornmarket Group Financial Services Ltd. Full timeWho We Are At Cornmarket, we look after the financial wellbeing of public servants and their families. We’ve been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services – from car, home, health and life insurance, to income protection, retirement planning and beyond. Role Purpose We are...
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Financial Consultant
2 weeks ago
Dublin, Ireland Cornmarket Group Financial Services Ltd Full timeWho We Are At Cornmarket , we look after the financial wellbeing of public servants and their families. We've been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services - from car, home, health and life insurance, to income protection, retirement planning and beyond. Role Purpose We are currently...
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Financial Consultant
3 days ago
Dublin, Ireland Cornmarket Group Financial Services Ltd Full timeWho We Are At Cornmarket , we look after the financial wellbeing of public servants and their families. We've been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services - from car, home, health and life insurance, to income protection, retirement planning and beyond. Role Purpose We are currently...
