Financial Planner

3 weeks ago

Dublin, Dublin City, Ireland 360 Search Full time
360 Search are delighted to be working with one of Irelands fastest growing Wealth Management brokers.
Our client is looking for motivated individuals to join our team as an independent financial adviser.
This is a great opportunity to work with an existing client base while also developing new client relationships, with full support provided for obtaining future qualifications to enhance your expertise and career progression.
Role Overview: As a Financial Advisor, you will offer expert advice and tailored financial solutions, ensuring compliance with FCA regulations and the company's best practices.
Youll conduct thorough research to provide the most appropriate recommendations to clients and will be actively involved in generating new business opportunities.
Key Responsibilities: Deliver professional financial advice that aligns with regulatory standards and procedures.
Build and expand your client portfolio through a mix of self-generated leads, referrals, and existing clients.
Identify and address a wide range of financial planning needs, helping clients achieve their financial objectives.
Drive business growth by increasing client assets under management (AUM) and revenue, while maintaining a high standard of proactive service.
The ideal person This position is ideal for ambitious individuals seeking to grow within the financial services sector and provide top-tier advisory services.
Extensive experience in financial advisory, with a proven track record of managing and growing client portfolios.
A high level of commercial awareness and the ability to identify opportunities for business growth.
Excellent communication and interpersonal skills, with the ability to build trust and explain complex information clearly.
Strong organisational skills, with a focus on accuracy and attention to detail.
Deep knowledge of financial planning, including pensions, investments, tax-efficient strategies, and holistic planning.
A client-centric approach, prioritising strong, long-term relationships and exceptional service delivery.
Qualifications QFA In-depth knowledge of financial regulations, markets, and industry practices.
Strong leadership qualities and the ability to mentor junior advisors if required.
Proficient in using financial planning software and tools.
A minimum of 5 years experience in financial advisory or related roles.
Skills: QFA Voyant Cash Flow modelling Financial Planning Target Driven Benefits: Work From Home Pension Commision

  • Financial Planner

    3 weeks ago

    Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

    Job Title: Financial Planner Reporting to: Premier Planning 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 succession...

  • Financial Planner

    4 weeks ago

    Dublin, Dublin City, Ireland Prosperous Financial Full time

    Prosperous Financial has an exciting opportunity for an ambitious, highly proactive Senior Certified Financial Planner (CFP) to join our team at Prosperous Financial.We have a client centric approach which involves you guiding the client along the path of their financial journey, to support them in achieving their financial goals.The individual we are...

  • Junior Financial Advisor

    3 weeks ago

    Dublin, Dublin City, Ireland Search Talent Full time

    OverviewJunior Financial Planners with the QFA coming from a brokerage or banking background - this is an excellent opportunity for you to join a fantastic brokerage in Dublin.Search Talent are seeking an experienced Financial Advisor to join a growing Financial Planning & Wealth Management Team within a financial advisory firm that have a strong footprint...

  • Junior Financial Advisor

    4 weeks ago

    Dublin, Dublin City, Ireland Search Talent Full time

    OverviewJunior Financial Planners with the QFA coming from a brokerage or banking background - this is an excellent opportunity for you to join a fantastic brokerage in Dublin.Search Talent are seeking an experienced Financial Advisor to join a growing Financial Planning & Wealth Management Team within a financial advisory firm that have a strong footprint...

  • Planner Assistant

    4 weeks ago

    Dublin, Dublin City, Ireland SACYR Full time

    As a Planner Assistant, you'll be at the heart of an exciting infrastructure project in Dublin, based at an airport. Join our dynamic team and make a differenceThe Planner Assistant will support the development, maintenance, and tracking of the master project schedule. Working closely with the Planning Manager and cross-functional project teams, you will...

  • Financial Planning Consultant

    4 weeks ago

    Dublin, Dublin City, Ireland Abrivia Full time

    Financial Planning Consultant, CFP About the Role: A leading firm is expanding its Wealth and Employee Benefits division, creating an exciting opportunity for a Financial Planning Consultant to join their growing team.They are known for their independent approach, placing client needs at the centre of their decision-making, with a collaborative and...

  • Town Planner

    4 weeks ago

    Dublin, Dublin City, Ireland Mace Full time

    OverviewAt Mace, our purpose is to redefine the boundaries of ambition. We believe in creating places that are responsible, bringing transformative impact to our people, communities and societies across the globe. To learn more about our purpose, culture, and priorities, visit our strategy site.Within our consult business, we harness our unique combination...

  • Supply Chain Planner

    4 weeks ago

    Dublin, Dublin City, Ireland Euro Car Parts Ltd. Full time

    OverviewAs a Supply Chain Planner, you will be responsible for the optimisation and balance of inventory across the network.This will be done with targeted customer service levels, forecast accuracy and safety stock for the allocated portfolio of SKUs.Daily, you will manage the ongoing order planning, pushing forward order execution for branches, working...

  • Financial Planning Consultant

    3 weeks ago

    Dublin, Dublin City, Ireland Unavailable Full time

    OverviewFinancial Planning ConsultantDo 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?This hybrid role provides flexibility to work both virtually and from our Dublin office.Aon is in the business of...

  • Financial Planning Consultant

    4 weeks ago

    Dublin, Dublin City, Ireland UNAVAILABLE Full time

    OverviewFinancial Planning ConsultantDo 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? This hybrid role provides flexibility to work both virtually and from our Dublin office.Aon is in the business of...