Financial Planning Consultant
7 hours ago
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 individuals while actively developing and growing your client base. A significant focus will be on offering pension, protection, and investment solutions that align with clients financial goals and needs. This is an excellent opportunity for a seasoned financial advisor looking to advance in a dynamic, global environment with support for both professional and business growth. Key Responsibilities: Client Advisory & Relationship Management: Provide expert financial planning advice, covering pension, protection, and investment services. Conduct in-depth consultations to assess clients financial objectives, risk tolerance, and requirements, crafting tailored financial plans to meet these needs. Build and manage long-term client relationships through regular review meetings and continuous portfolio optimization. Business Development & Client Acquisition: Develop strategies to expand the client base within the pensions, protection, and investment sectors. Identify and pursue new business opportunities through networking, referrals, and professional contacts. Work collaboratively with internal teams to create and implement client acquisition campaigns and initiatives. Market & Product Expertise: Maintain up-to-date knowledge of industry trends, financial products, and regulatory requirements within the financial services sector. Educate clients on product options, market conditions, and investment strategies to support their financial planning decisions. Stay informed on developments within pension schemes, life assurance products, and investment portfolios to ensure best-in-class advice. Compliance & Professional Standards: Ensure all financial planning advice adheres to company policies, industry regulations, and compliance standards. Maintain accurate and comprehensive client records and documentation in line with regulatory standards. Participate in continuous professional development to enhance knowledge and maintain certifications as required. Qualifications: Minimum of 5-7 years experience in financial planning, wealth management, or a similar advisory role. The full QFA qualification is required at an absolute minimum. Any further professional qualifications such as RPA, SIA, CFP are highly desirable. Demonstrated expertise in pension, protection, and investment products. Proven experience in business development and client acquisition in the financial services industry. Strong interpersonal and communication skills, with the ability to build trust and deliver complex information effectively. Benefits: Competitive base salary with performance-based incentives and bonuses. Continuous professional development opportunities and support for further certifications. Access to a broad range of resources and tools within a global brokerage setting. Comprehensive benefits package. Skills: Financial Planning Financial Advisor Business Development New Business Development Sales Person Sales QFA Benefits: Performance Bonus Pension Fund Group Life Assurance
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Financial Planning Consultant
7 hours ago
Dublin, Ireland AON Full timeFinancial Planning Consultant Do you have experience providing consultative financial planning advice? Would you like to be part of a highly qualified team that helps individuals make better financial decisions through cashflow modelling? If so, this may be the role for you! This hybrid role provides flexibility to work both virtually and from our Dublin...
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Senior Financial Advisor
7 hours ago
Dublin, Ireland Prosperous Financial Planning Full timeJob 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...
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Senior Financial Planning Consultant
7 hours ago
Dublin, Ireland Eirkoo Full timeOur client, a reputable and expanding brokerage firm, is seeking an experiencedFinancialAdvisorto join their professional team at providing unbeatablefinancialadvice and solutions to their clients. This is a rewarding and progressive opportunity for the successful candidate. The Role; Identifyfinancialservices needs with potential and existing clients...
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Financial Planning
7 hours ago
Dublin, Ireland Marks Sattin Full timeFP&A Manager - Dublin - Financial Services Exceptional opportunity join this leading Financial Services firm as they continue their impressive growth through acquisition both domestically and internationally. With current growth extremely strong they are keen to add some considerable ballast to the FP&A Team with a Manager level hire. As the firm continue to...
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Senior Planning Consultant
3 months ago
Dublin, Ireland Penguin Recruitment Full timeJob Title: Senior Planning Consultant Location: Dublin or BelfastThe Company:Penguin Recruitment is delighted to be supporting one of Ireland's largest independently owned Town Planning consultancy practices, with a strong presence in Dublin, Belfast, London, and Edinburgh. Our firm is dedicated to providing strategic, commercially focused advice across...
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Brightwater | Financial Planning Analyst
3 weeks ago
Dublin, Ireland Brightwater Full timeFinancial Analyst Company Overview: Senior Financial Planning Analyst Role with a leading city centre-based energy provider. Commercial opportunity with flexible hybrid working. About the Role: Our client are seeking a FP&A Analyst to join our team. This role offers a unique opportunity to contribute to the strategic direction of our business by providing...
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Financial Planning Analyst
7 hours ago
Dublin, Ireland The Panel Group Full timeA highly regarded private investment firm, is currently seeking an FP&A Associate to join their Group FP&A team based in their Dublin city centre office. In this contract role (12 months), you will support the Associate Director, FP&A, and play a critical role in delivering insightful reporting and analytics for senior leadership. This role will focus on...
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Lead Analyst
7 hours ago
Dublin, Ireland Permanent TSB Full timePTSB 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 Lead Analyst FP&A, you will support management with ensuring the delivery of the monthly...
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Financial Controller
7 hours ago
Dublin, Ireland HireIQ Limited Full timeFINANCIAL CONTROLLER - €140,000 - €170,000 + BONUS (DOE) - DUBLIN About the Company This is an exciting opportunity for an experience controller to join a dynamic finance team managing key financial operations across diverse markets. About the Job Lead and manage the preparation of accurate monthly, quarterly, and annual financial statements for the...
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Senior SAP Business Planning and Consolidation
7 hours ago
Dublin, Ireland eir evo talent Full timeSenior SAP Business Planning and Consolidation (BPC) with Business Warehouse (BW) Consultant Job Type:Permanent Location:Dublin, Ireland (Hybrid - 1 day in Dublin per week) The Role As aSenior SAP Business Planning and Consolidation Consultantyou will be ina strategic position and changes on a regular basis.You will work with aproject that supports a key...
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Financial Controller
6 months ago
Dublin, Ireland Artemis Human Capital Full time €75,000We are delighted to be partnering with a leading Irish hotel in Dublin City Centre. As the Financial Controller you will play a pivotal role in overseeing the financial operations of the hotel. This position requires a strategic thinker who can manage financial planning, budgeting, and forecasting, ensuring the financial health and compliance of the hotel....
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FK International | Recruitment Consultant
4 weeks ago
Dublin, Ireland FK International Full timeRecruitment Consultant FK International Position Description An outstanding opportunity for highly motivated finance professional to join the FK International team as a Recruitment Consultant. This opportunity will allow you to deploy your accounting and finance skills and experience in a different way, understanding candidates aspirations, motivations and...
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Financial Accountant
3 months ago
Dublin, Ireland Artemis Human Capital Full time €75,000 - €85,000This is an excellent opportunity to join a leading professional services firm situated in the heart of Dublin. You will be one of five key individuals in the Financial Control Team, reporting to both the Finance Manager and the Group Financial Controller.Our client offers a wide range of attractive benefits that include a strong compensation plan,...
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Supervisor, Financial Business Partnering
7 hours ago
Dublin, Ireland ICON Clinical Research Limited Full timeSupervisor, Financial Business Partnering 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 finance business partnering ("FBP") group provides...
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Senior Financial Planner
7 hours ago
Dublin, Ireland Eirkoo Full timeOur client, a thriving Finanical Planning Brokerage firm are seeking an experienced and ambitious Qualified Financial Planner to join their expert team in providing holistic financial planning advice! This is a very flexible working role, requiring you in office only 1 day per week. Key Duties; Identify financial planning needs with clients of the firm...
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Group Financial Controller
7 hours ago
Dublin, Ireland LINCOLN RECRUITMENT Full timeGroup Financial Controller Location: Dublin, Ireland Our client is a dynamic, privately owned business with operations across three sectors having grown from a small team to nearly 300 employees. With the group poised for significant expansion in the coming years, including ambitious M&A plans they are looking for a Group Financial Controller to take a key...
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Financial Accountant
7 hours ago
Dublin, Ireland Oliver James Full timeOliver James is currently keen to speak with newly qualified financial accountants with an interest in the insurance and reinsurance field. We are recruiting on behalf of a global leader within the space who are eager to speak with strong financial accountants. This exciting role will work in a multinational group environment. The role will have a particular...
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Financial Administrator
2 days ago
Dublin, Ireland SMART FLOW Full timeRole: Financial Administrator About SMART FLOW: At SMART FLOW, were more than just a water monitoring company. Were a mission-driven team working to protect precious water resources on a global scale. Based in Ireland with a worldwide reach, we provide real-time water monitoring solutions that prevent waste, save costs, and reduce environmental impact. Every...
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Financial Accountant
7 hours ago
Dublin, Ireland Sigmar Recruitment Full timeAbout Your New Employer Financial Accountant role with a growing Irish business based in inner South Dublin (Hybrid Working). About Your New Job Involved in a wide range of financial accounting areas, Financial planning, Management accounting, cost control budgeting and forecasting. Lead the preparation and delivery of management accounts including parent...
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Claims Advisor
7 hours 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...