Financial Advisor

21 hours ago


Dublin, Ireland Wallace Myers International Full time

My Client, a leading Wealth Management Company is currently looking for a Financial Advisor to join their dynamic team. This is an excellent opportunity for ambitious professionals who are passionate about delivering high-quality financial outcomes for clients. In this role, you'll have the opportunity to take control of your career while playing a key role in the future success of the firm. Key Responsibilities: Provide personalized wealth management advice tailored to clients' specific needs Engage new clients and lead them through the financial planning process Identify clients' financial objectives and ensure their strategies are optimized to achieve these goals Create, review, and deliver detailed financial plans Assess clients' existing pensions, investments, and protection plans during onboarding Utilize cashflow modeling to help clients understand their future financial outlook Oversee client communications and build strong, lasting relationships Work closely with clients' professional advisors, including those in tax, legal, and corporate finance sectors Conduct annual client reviews to ensure continued alignment with their goals Attend workshops and actively pursue ongoing professional development Take on additional duties as required Essential Skills & Qualifications: QFA qualification (required); CFP qualification (preferred) Minimum of 3 years' experience in financial planning or wealth management Expertise in applying cashflow modeling to financial planning Strong written and verbal communication abilities A proactive, inquisitive attitude with a passion for continuous learning Meticulous attention to detail Ability to work both independently and collaboratively within a team Confidence to challenge existing practices and suggest innovative approaches Proficient in MS Word, Excel, and Outlook Proven track record of managing client relationships and delivering top-tier service This role is perfect for someone who thrives in a dynamic, client focused environment and is eager to grow their career in financial advisory. At Wallace Myers International Recruitment Agency we specialise in sourcing professionals for key industries and services. See our website for more details. Privacy Policy: By applying for this role you are agreeing that your details will be stored in our database and may be considered for similar future positions. For more info see Skills: Financial Planner Financial Advisor QFA CFP Benefits: DOE Bonus Pension Commission



  • Dublin, Ireland Prosperous Financial Planning Full time

    Job Title: Senior Financial Advisor Reporting to: Premier & Choice Manager Department: Planning We have an exciting opportunity for an ambitious, highly proactive Qualified Financial Advisor (QFA) to join our Choice Team within Prosperous Financial. As a Choice Advisor you are responsible for both new and existing Prosperous Financial clients. You will...


  • Dublin, Ireland Eirkoo Full time

    The Opportunity Our client, a Leading Financial Brokerage firm is looking to recruit a Junior Financial Advisor to join their growing team. The role requires someone who is self-motivated and whose ambition is to work as a trusted professional advisor for clients in managing their wealth. The role will involve working with clients to help them realise their...


  • Dublin, Ireland Wallace Myers International Full time

    My client a leading Wealth Management Company is looking for a Senior Financial Advisor to join their team. The ideal candidate will be required to provide clients with financial solutions in the areas of income protection, wealth management and financial services. Responsibilities: Engage with clients, generate leads, and provide tailored recommendations....

  • Claims Advisor

    2 days ago


    Dublin, Ireland Cornmarket Group Financial Services Ltd Full time

    Who 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...


  • Dublin, Ireland Eirkoo Full time

    The Opportunity Our client, a Leading Financial Brokerage firm is looking to recruit a Junior Financial Advisor to join their growing team. The role requires someone who is self-motivated and whose ambition is to work as a trusted professional advisor for clients in managing their wealth. The role will involve working with clients to help them realise their...


  • Dublin, Ireland Rockwell Financial Management Full time

    Position Overview: We are seeking a diligent and detail-oriented Client Support Administrator to join our team. The ideal candidate will assist senior advisors in delivering comprehensive financial planning and wealth management services, ensuring smooth and efficient operations. Key Responsibilities: 1. Operational Support: - Coordinate and manage client...


  • Dublin, Ireland 360 Search Full time

    360 Search are working alongside a highly reputable Brokerage with a strong foothold within the Irish Market as well as wider Global presence. The company are seeking an experienced and driven Senior Financial Planning Consultant to join the team in Dublin. In this role, you will be responsible for providing high-quality, personalized financial advice to...


  • Dublin, Ireland FBD Holdings Full time

    Company description: FBD Holdings PLC Job description: Job Overview The primary function of the Sales Advisor is to deliver sales of Personal Lines, Agri and Commercial Business. The role will involve assisting in the overall running of the Sales Office to deliver a superior and efficient customer care service that produces agreed sales results while...


  • Dublin, Ireland Pontoon Solutions Full time

    Treasury - Implementation Advisor Corporate Title: Officer Location: Dublin 6 moths initially Role Description: EMEA Dedicated Large Corporate Fulfilment Team are looking for an Implementation Advisor to join our team. The team consists of Implementation Advisors who project manage client implementations end to end, across all cash management product...


  • Dublin, Ireland AON Full time

    Senior Client Service Advisor - Professional Services Do you want to work in the largest dedicated Professional Services team in Ireland with exposure to large multinational and complex accounts? If so, this might be the role for you! This is a hybrid role with the flexibility to work from our new Dublin office and virtually. Aon is in the business of better...


  • Dublin, Ireland Pontoon Solutions Full time

    Treasury - Implementation Advisor Corporate Title: Officer Location: Dublin 6 moths initially Role Description: EMEA Dedicated Large Corporate Fulfilment Team are looking for an Implementation Advisor to join our team. The team consists of Implementation Advisors who project manage client implementations end to end, across all cash management product...

  • Financial Crime

    4 hours ago


    Dublin, Ireland Deloitte Ireland LLP Full time

    Deloitte is the biggest professional services Firm in the world, and making an impact is more than just what we do: it's why we're here. We're driven to create positive progress for our clients, community, people, and the planet. This sense of purpose inspires us to work to the highest standards, to tackle the challenges that matter. D eloitte has been...


  • Dublin, Ireland Abrivia Full time

    Job Title: Mechanic Technical Advisor Salary: Flexible pending experience Benefits: Pension and Healthcare contributions, Annual leave of 22 days and more Location: Dublin South (on luas line and free parking) Contract: Full Time Permanent Work Model: Fully Onsite (Monday - Friday) Are you an experienced mechanic with a passion for customer service? If so,...


  • Dublin, Ireland ICON Clinical Research Limited Full time

    Financial Reporting Accountant - Dublin 18 Hybrid ICON plc is a world-leading healthcare intelligence and clinical research organization. We're proud to foster an inclusive environment driving innovation and excellence, and we welcome you to join us on our mission to shape the future of clinical development. The Role: As a Financial Reporting Accountant, you...


  • Dublin, Ireland Abrivia Full time

    Job Title: Mechanic Technical Advisor Salary: Flexible pending experience Benefits: Pension and Healthcare contributions, Annual leave of 22 days and more Location: Dublin South (on luas line and free parking) Contract: Full Time Permanent Work Model: Fully Onsite (Monday - Friday) Are you an experienced mechanic with a passion for customer service? If so,...


  • Dublin, Ireland Deloitte Ireland LLP Full time

    Deloitte is the biggest professional services Firm in the world, and making an impact is more than just what we do: it's why we're here. We're driven to create positive progress for our clients, community, people, and the planet. This sense of purpose inspires us to work to the highest standards, to tackle the challenges that matter. D eloitte has been...


  • Dublin, Ireland Deloitte Ireland LLP Full time

    Deloitte is the biggest professional services Firm in the world, and making an impact is more than just what we do: it's why we're here. We're driven to create positive progress for our clients, community, people, and the planet. This sense of purpose inspires us to work to the highest standards, to tackle the challenges that matter. D eloitte has been...


  • Dublin, Ireland ICON Clinical Research Ltd Full time

    Financial Reporting Accountant - Dublin 18 Hybrid ICON plc is a world-leading healthcare intelligence and clinical research organization. We're proud to foster an inclusive environment driving innovation and excellence, and we welcome you to join us on our mission to shape the future of clinical development. The Role: As a Financial Reporting Accountant, you...


  • Dublin, Ireland Sky Full time

    Join Sky as a Customer Service Advisor in our Dublin contact centre earning €30,015 per annum plus bonus and benefits It's our people that make Sky a truly exciting and inclusive place to work - a place where you can be yourself and let your skills shine. Our contact centres have embraced hybrid working which means you can split your time between home and...


  • Dublin, Ireland Permanent TSB Full time

    PTSB is one of Ireland's leading retail and SME banks, with an innovative range of products and services powered through an evolving digital landscape, our focus is centred on ensuring we deliver what our customers, colleagues and communities need to be successful. As a Digital & Direct Customer Experience Advisor, you will work collaboratively with your...