Financial Planning Consultant
1 day 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 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: Sales pensions Financial Advisor Financial Planning Investments Insurance Benefits: Work From Home
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Dublin, Ireland Gravis Planning Limited Full timeSenior Planning Consultant and Planning Consultant Dublin About Us Gravis Planning is one of Ireland’s largest independently owned Town Planning consultancy practices, with offices in Dublin, Belfast, London and Edinburgh. The company provides strategic advice with a commercial focus and has delivered planning approvals for schemes across all...
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Senior Financial Planner
3 weeks ago
Dublin, Ireland Prosperous Financial Planning Full timeJob Title: Senior Financial Planner Reporting to: Premier & Choice Manager Department: Planning 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...
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Senior Financial Planner
2 weeks ago
Dublin, Ireland Prosperous Financial Planning Full timeJob Title: Senior Financial Planner Reporting to: Premier & Choice Manager Department: Planning 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...
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Senior Financial Planner
1 day ago
Dublin, Ireland Prosperous Financial Planning Full timeJob Title: Senior Financial Planner Reporting to: Premier & Choice Manager Department: Planning 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...
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Financial Planning Consultant
1 day 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
2 weeks 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 Advisor
1 day 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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Financial Planning Consultant
2 days ago
Dublin, Ireland 360 Search Full time360 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...
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Financial Planning Consultant
2 weeks ago
Dublin, Ireland Aon Hewitt 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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Urgent Search: Financial Planning Consultant
2 weeks 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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High Salary: Financial Planning Consultant
2 weeks ago
Dublin, Ireland Lockton Companies Full timeAt Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service...
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Financial Advisor
2 weeks ago
Dublin, Ireland Sure Financial Limited Full timeAbout Us: Sure Financial is an award winning financial brokerage based in Dublin 15, committed to providing exceptional financial advisory and wealth planning services to our diverse clientele. Our mission is to empower individuals and business owners to achieve their financial goals through personalized and comprehensive financial strategies. Job...
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Financial Advisor
1 day ago
Dublin, Ireland Sure Financial Limited Full timeAbout Us: Sure Financial is an award winning financial brokerage based in Dublin 15, committed to providing exceptional financial advisory and wealth planning services to our diverse clientele. Our mission is to empower individuals and business owners to achieve their financial goals through personalized and comprehensive financial strategies. Job...
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Financial Planning Manager
1 week ago
Dublin, Ireland Allied Irish Banks Full timeGoodbody is a leading financial services firm, committed to serving and growing client relationships for 150 years. We are a full service, investment-led business offering wealth management, asset management, investment banking and private equity services. Our staff of over 400 work in offices across Dublin, London, Cork and Galway. We’re proud to offer...
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Senior Planning Consultant
2 weeks 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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Financial Planner
1 day ago
Dublin, Ireland Rockwell Financial Management Full timeFinancial Planner Well-established Financial Services Brokerage based in Dublin. As part of their Financial Services offering this company provide a full range of life, pension & investment products to their clients, with a particular focus on long-term financial planning and cash-flow modelling. The company are now looking to add an experienced Financial...
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Financial Planning Manager
3 weeks ago
Dublin, Ireland The Panel Group Full timeOur client, a leading service provider and global brand with branches across Ireland are seeking an FP&A Manager to join their finance team in a leading role. Based in North Dublin and reporting to the Finance Director, you are required to provide timely and accurate financial information to enable informed decision making. This is a hybrid role, 3 days...
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Financial Planning Manager
1 day ago
Dublin, Ireland The Panel Group Full timeOur client, a leading service provider and global brand with branches across Ireland are seeking an FP&A Manager to join their finance team in a leading role. Based in North Dublin and reporting to the Finance Director, you are required to provide timely and accurate financial information to enable informed decision making. This is a hybrid role, 3 days...
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▷ High Salary! Financial Planning
2 weeks 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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Financial Planning and Analysis Manager
2 weeks ago
Dublin, Ireland Abrivia Recruitment Specialists Ltd. Full timeFinancial Planning and Analysis Manager – Wicklow / Hybrid We are seeking an experienced professional to fill the role of Financial Planning and Analysis Manager within a dynamic organisation. As the FP&A Manager, you will play a pivotal role in shaping the financial direction of our client’s operations, driving strategic planning, budgeting, and...
