Senior Financial Consultant

7 days ago


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. The purpose of this role will involve seeking out new business opportunities and growing new customer acquisition, whilst maintaining key customer relationships in a compliant manner. You are expected to identify & present a range of products to a portfolio of external customers to meet their needs. You will work in collaboration with the territory and support with Territory Sales training, coaching and developing the skills of your colleagues in the territory, and provide Affinity Scheme relationship management. The majority of your time will be spent covering agreed territories and you will represent the face of the organisation promoting services and products. You will work together with the Territory Team to enhance our customer experience and develop the Teams capabilities through our Omni-Channel model. Responsibilities: Agree, implement and review an annual compliant sales, service and activity plan, to plan workflow and ensure targets are achievable. Ensure the Capability Model is planned in advance and optimised daily, to maximise efficiency. Responsible for generating leads as well as following up on referrals as required, growing the number of new customers. Develop and manage an agreed portfolio of introducers, to maintain customer relationships and to increase revenue. Improve customer experience for new and existing customers, to lead to an increase of uptake on products and long-term customer retention and growth. Requirements: Full Valid Drivers Licence Full QFA with up-to-date CPD hours for the relevant CPD years. Full knowledge and understanding of all policies and procedures and regulatory controls relating to the business. Awareness of competitors and market activity in retail financial services. Have a number of years proven compliant experience in retail finance sales and service. This is a permanent position based in PTSB Dublin North/North West Is this you? Please apply online on our website or via the apply link of this role. Your application will be sent through to our Talent Acquisition team and they will be in touch regarding your application. We reserve the right to draw up a shortlist for interview. The Bank understands the importance of a consistent and relentless focus on championing diversity and inclusion. We aim to attract, recruit, and retain individuals with diverse backgrounds, skills, competencies and abilities to work collaboratively to enhance the service we provide to all of our customers and the communities we serve.



  • Dublin, Ireland Prosperous Financial Planning Full time

    Job 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...


  • 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 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 Delta Capita Full time

    DescriptionPRINCIPAL CONSULTANTDublin, IrelandPermanent Role SummaryThis is a great opportunity to join our dynamic Consulting Business working with some of the world’s leading financial institutions. This is a unique opportunity for a commercially minded and driven individual to help build out our growing practice in Ireland. As a Principal Consultant,...


  • Dublin, Ireland AON Full time

    Financial 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...


  • Dublin, Ireland Marsh McLennan Full time

    Company: Mercer Description: What can you expect: The Fiinancial Planning team are part of the Private Wealth business in Mercer. We provide holistic financial planning to individuals, High-net-worth individuals and members of corporate organisations. The advice covers a broad range of wealth management services including retirement, savings or investment,...


  • Dublin, Ireland MCS Group Consultancy Full time

    MCS Group is delighted to be working alongside a leading transport organisation as they look to recruit for a Senior Financial Analyst to join their team in Dublin 8. Role would initially be a Fixed Term Contract with a view to permanency after probation. Why this role? Salary up to €86k 25 days holiday Hybrid Working Reputable Employer Company: My client...


  • Dublin, Ireland IE011 Mercer (Ireland) Limited Full time

    Description: What can you expect: The Fiinancial Planning team are part of the Private Wealth business in Mercer. We provide holistic financial planning to individuals, High-net-worth individuals and members of corporate organisations. The advice covers a broad range of wealth management services including retirement, savings or investment,...

  • Senior Web Developer

    3 weeks ago


    Dublin, Ireland Enterprise People Full time

    Enterprise People are currently seeking a Senior Web Developer for a Dublin based financial services client. Our client is a leader in their field, they deliver bespoke business solutions to a range of high-profile clients globally. Reporting to the Digital Delivery Manager, the Senior Web Developer will play a key role in the development and maturity of the...

  • Financial Consultant

    5 months ago


    Dublin 6, Ireland Cornmarket 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...

  • Senior AI Consultant

    2 weeks ago


    Dublin, Ireland NTT DATA Services Full time

    NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.   Role Summary: The ideal candidate will possess a comprehensive understanding of artificial intelligence technologies and their applications in...

  • Senior AI Consultant

    3 weeks ago


    Dublin, Ireland NTT DATA Services Full time

    NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. Role Summary:The ideal candidate will possess a comprehensive understanding of artificial intelligence technologies and their applications in finance. In this...


  • Dublin, Ireland NTT DATA Full time

    Job Description Req ID: 299198 NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.We are currently seeking a Transact Consultant - Financial Reporting to join our team in Dublin, Dublin (IE-D), Ireland...

  • Transact Consultant

    1 month ago


    Dublin, Ireland NTT DATA Services Full time

    Req ID: 299198 NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.We are currently seeking a Transact Consultant - Financial Reporting to join our team in Dublin, Dublin (IE-D), Ireland (IE).Summary of role:We...


  • Dublin, Ireland NTT DATA Services Full time

    NTT DATA Services strives to hire exceptional, innovative, and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. Summary: Bring a good understanding of the FS Advisory role having worked in similar capacity earlier Lead Financial Crime advisory...


  • Dublin, Ireland NTT DATA Services Full time

    NTT DATA Services strives to hire exceptional, innovative, and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.Summary:Bring a good understanding of the FS Advisory role having worked in similar capacity earlierLead Financial Crime advisory engagement...


  • Dublin, Ireland Self Help Africa Full time

    Job Title: Senior Financial Accountant (Audit) Organisation: Self Help Africa (SHA) Location: Hybrid working model 2 days per week in the Dublin Office Contract type:One Year Fixed Term Contract, full time Reports to: Financial Reporting Manager About United Purpose/Self Help Africa (UP/SHA) Self Help Africa is an international NGO dedicated to the vision of...


  • Dublin, Ireland NTT DATA Full time

    Job Description NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.Role Summary:The ideal candidate will possess a comprehensive understanding of artificial intelligence technologies and their applications in...

  • Senior Consultant

    2 months ago


    Dublin, Ireland EVERSANA Full time

    Job DescriptionTHE POSITION: The Senior Consultant, Global Pricing and Access position’s responsibilities include delivering client consultancy projects and helping to manage project-related analytics, data, and tools available through our industry platforms, Pricentric and PriceRight, while enriching them with tailored insight and custom research, the...


  • Dublin, Ireland NTT DATA Full time

    Job Description NTT DATA Services strives to hire exceptional, innovative, and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.Summary:Bring a good understanding of the FS Advisory role having worked in similar capacity earlierLead Financial Crime advisory...