Wealth Advisor
3 weeks ago
We are seeking an experienced Wealth Advisor to join our growing team.In this client-focused role, you will work in close collaboration with both Relationship Managers and Paraplanners to design, build, and present personalised financial and wealth plans.A key focus will be your leadership in the creation and delivery of comprehensive wealth plans, using Voyant financial planning software, ensuring each plan aligns with the client's personal goals, values, and financial objectives.You will actively participate in the financial planning process — from initial client fact-finding and data analysis through to plan creation, strategy development, and clear, confident presentation of financial plans to clients.Your insights and recommendations will help shape the financial advice.Additionally, you will play a critical role in the ongoing review and adjustment of financial plans in response to changing client circumstances, market conditions, or legislation, and contribute to team learning by updating colleagues on relevant technical and regulatory changes.Key ResponsibilitiesCollaborate closely with paraplanners to develop, model, and refine detailed financial and wealth planning scenarios.Lead the creation and presentation of personalised wealth plans using Voyant financial planning software.Attend and contribute meaningfully to client meetings, providing expert insights, plan walkthroughs, and strategic financial recommendations.Ensure financial planning recommendations are tailored, comprehensive, and well-aligned with each client's retirement and wealth accumulation goals.Work as a core part of a planning team, coordinating activities between Relationship Managers and Paraplanners to ensure seamless service and timely delivery.Continuously monitor and review client plans, proposing adjustments or new strategies as client circumstances evolve.Assist in briefing the Wealth Management team on relevant legislative, tax, and regulatory developments that impact client planning.Maintain up-to-date and technically accurate planning documentation, projections, and client files.Meet or exceed Key Performance Indicators (KPIs), including plan production timelines, client satisfaction, and compliance standards.Foster strong cross-functional relationships within the Wealth Management division, supporting a high-performance, client-first culture.Key RequirementsQFA Certified or equivalent qualification in line with the Central Bank of Ireland's Minimum Competency Requirements.CFP fully certified with relevant professional membership.Minimum 5 years' experience in financial services, with strong expertise in wealth planning and client-facing advisory roles.Deep understanding of retirement planning, including pre- and post-retirement strategies.Proven experience using Voyant or equivalent financial planning tools to construct comprehensive wealth models.Comfortable working with paraplanners and delegating/supporting technical elements of the financial planning process.Excellent communication skills — able to simplify complex financial information and confidently present recommendations to clients.High attention to detail and strong numerical reasoning.Up-to-date knowledge of the Irish financial services market, investment products, and retirement solutions.Regulatory Designation:This role falls under the following Control Function designations under the Central Bank's Fitness & Probity Standards:CF-3: Giving of advice to clientsQualified applicants may send their CV via the link below#J-*****-Ljbffr
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Wealth Advisor
2 days ago
Dublin, Ireland Cantor Fitzgerald Ireland Ltd Full timeWe are seeking an experienced Wealth Advisor to join our growing team. In this client-focused role, you will work in close collaboration with both Relationship Managers and Paraplanners to design, build, and present personalised financial and wealth plans. A key focus will be your leadership in the creation and delivery of comprehensive wealth plans, using...
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▷ [15h Left] Wealth Advisor
3 weeks ago
Dublin Pike, Ireland Cantor Fitzgerald Ireland Full time3 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Job Description Location: Dublin, Ireland Reporting to: Director of Wealth Management – Pensions and Wealth Planning Contract Type: Full-time & permanent Role Summary We are seeking an experienced Wealth Advisor to join our growing team. In this...
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Wealth Manager
11 hours ago
Dublin, Ireland Provement Full timeSta je open voor een internationaal avontuur en een volgende stap in je carrière binnen (private) investment management? Ben je ervaren in beleggen en vermogensbeheer en een echte relatiemanager pur sang? Kijk dan eens naar deze kans! Voor een sterk groeiende, internationale vermogensbeheerder zoeken we een Wealth Manager voor het hoofdkantoor in Dublin,...
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Senior Financial Advisor
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Dublin Pike, Ireland Search Talent Full timeOverview Financial Planners with the QFA coming from a brokerage or banking background — this role is for you. Search Talent are seeking an experienced Financial Advisor to join a growing Financial Planning & Wealth Management Team within a financial advisory firm that has a strong footprint in the Irish market. The successful candidate will work as part...
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Dublin, Ireland Joseph G. Byrne And Sons Consulting Actuaries Ltd Full timeJob Location: DublinByrne Actuaries is an Irish owned consultancy based in Sandyford, Dublin 18 that has provided quality independent advice for over 30 years.Our business is based on a culture which aims to provide all of our clients with a high quality professional service through strong personal relationships.Our team of long established professionals...
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Worksite Financial Advisor
3 weeks ago
Dublin, Ireland Irish Life Group Services Limited Full timePress Tab to Move to Skip to Content LinkSelect how often (in days) to receive an alert:Full TimePermanentpositionHybrid role - NationwideWhat we offerWe have embraced a hybrid working model for most of our positions, which means that you can enjoy a balanced approach of working from home for part of the week and working from the office for the remainder of...
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Office Administrator
2 weeks ago
Dublin, Ireland Robert Walters Ireland Full timeOur clientOur client, a boutique wealth management firm in Dublin, is seeking a QFA-qualified Office Administrator to support its Directors.This role offers job share flexibility and the chance to work in a close-knit team, delivering exceptional service to private clients and SMEs.What you'll doManage office administration for advisory clientsOversee client...
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Dublin, Ireland Irish Life Group Services Limited Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: - Full Time Permanentposition - Hybrid role - Nationwide What we offer We have embraced a hybrid working model for most of our positions, which means that you can enjoy a balanced approach of working from home for part of the week and working from the office for the...
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Regional People Advisor
3 weeks ago
Dublin, Ireland S&P Global Full timeOverviewAbout the Role:Grade Level (for internal use):11The Team:Join a best-in-class team of People professionals in the EMEA region, working collaboratively to provide the highest level of employee and business support.Our team values a global mindset, leveraging diverse perspectives to enhance our People strategies and practices.This role requires work...
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Cloud Security Engineer III
2 weeks ago
Dublin, Ireland JP Morgan Full timeJob Description JPMorgan Chase & Co. (NYSE: JPM) is a top financial services firm with over $2 trillion in assets, operating in more than 60 countries. As a leader in investment banking and various financial services, the firm's Cybersecurity & Technology Controls (CTC) group partners with all business lines to enhance cybersecurity, access management, and...
