Financial Planner
1 day ago
My Client, a leading Wealth Management Company is currently looking for a Financial Advisor to join their dynamic team. This is an excellent opportunity for ambitious professionals who are passionate about delivering high-quality financial outcomes for clients. In this role, you'll have the opportunity to take control of your career while playing a key role in the future success of the firm. Key Responsibilities: Provide personalized wealth management advice tailored to clients' specific needs Engage new clients and lead them through the financial planning process Identify clients' financial objectives and ensure their strategies are optimized to achieve these goals Create, review, and deliver detailed financial plans Assess clients' existing pensions, investments, and protection plans during onboarding Utilize cashflow modeling to help clients understand their future financial outlook Oversee client communications and build strong, lasting relationships Work closely with clients' professional advisors, including those in tax, legal, and corporate finance sectors Conduct annual client reviews to ensure continued alignment with their goals Attend workshops and actively pursue ongoing professional development Take on additional duties as required Essential Skills & Qualifications: QFA qualification (required); CFP qualification (preferred) Minimum of 5 years' experience in financial planning or wealth management Expertise in applying cashflow modeling to financial planning Strong written and verbal communication abilities A proactive, inquisitive attitude with a passion for continuous learning Meticulous attention to detail Ability to work both independently and collaboratively within a team Confidence to challenge existing practices and suggest innovative approaches Proficient in MS Word, Excel, and Outlook Proven track record of managing client relationships and delivering top-tier service This role is perfect for someone who thrives in a dynamic, client focused environment and is eager to grow their career in financial advisory. At Wallace Myers International Recruitment Agency we specialise in sourcing professionals for key industries and services. See our website for more details. Privacy Policy: By applying for this role you are agreeing that your details will be stored in our database and may be considered for similar future positions. For more info see Skills: Financial Planner Financial Advisor QFA CFP Benefits: DOE Bonus Pension Commission
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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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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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▷ [1/20/2025 A] Financial Planner
2 weeks 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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Senior Financial Planner
1 day ago
Dublin, Ireland Eirkoo Full timeOur client is seeking an experienced and ambitious CFP Qualified Financial Planner to join their expert team in providing holistic financial planning advice. Key Duties; Identify financial planning needs with clients of the firm Provide professional and best advice according to clients needs Make recommendations and provide solutions to clients requirements...
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CFP Financial Planner
1 day ago
Dublin, Ireland Eirkoo Full timeOur client is seeking an Experienced and Ambitious CFP Qualified Financial Planner to join their expert team in providing holistic financial planning advice. This is a rewarding & very flexible working opportunity for the right individual! Key Duties; Identify financial planning needs with clients of the firm Provide professional and best advice according to...
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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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Urgent Search! Senior Financial Planner
7 days ago
Dublin, Ireland Eirkoo Full timeOur client is seeking an experienced and ambitious CFP Qualified Financial Planner to join their expert team in providing holistic financial planning advice. Key Duties; Identify financial planning needs with clients of the firm Provide professional and best advice according to clients needs Make recommendations and provide solutions to clients requirements...
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Financial Planner
7 days ago
Dublin, Ireland Wallace Myers International Full timeMy Client, a leading Wealth Management Company is currently looking for a Financial Advisor to join their dynamic team. This is an excellent opportunity for ambitious professionals who are passionate about delivering high-quality financial outcomes for clients. In this role, you'll have the opportunity to take control of your career while playing a key role...
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Senior Financial Planner
1 day ago
Dublin, Ireland Eirkoo Full timeOur client is seeking an Experienced and Ambitious CFP Qualified Financial Planner to join their expert team in providing holistic financial planning advice. This is a rewarding & very flexible working opportunity for the right individual! Key Duties; Identify financial planning needs with clients of the firm Provide professional and best advice according to...
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15h Left: Senior Financial Planner
7 days ago
Dublin, Ireland Eirkoo Full timeOur client is seeking an Experienced and Ambitious CFP Qualified Financial Planner to join their expert team in providing holistic financial planning advice. This is a rewarding & very flexible working opportunity for the right individual! Key Duties; Identify financial planning needs with clients of the firm Provide professional and best advice according to...
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Financial Planner
11 hours ago
South Dublin, Ireland Wallace Myers International Full timeMy Client, a leading Wealth Management Company is currently looking for a Financial Advisor to join their dynamic team. This is an excellent opportunity for ambitious professionals who are passionate about delivering high-quality financial outcomes for clients. In this role, you'll have the opportunity to take control of your career while playing a key role...
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Urgent Search! Consultant Project Planner
2 weeks ago
Dublin, Ireland Johnson Controls, Inc. Full timeWho we are Founded in 1994, Silent-Aire, a market leader in hyperscale cooling and modular data center solutions. With 13 manufacturing facilities and 3000 employees worldwide, our innovative offerings have earned the trust of top cloud providers and data center operators around the globe. Currently, we are looking for a Project Planner and Scheduler to...
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Demand and Supply planner
2 weeks ago
Dublin, Ireland BVLGARI Full timeDemand and Supply Planner - APAC Market Bulgari is one of the most prestigious brands and global players in the luxury market. We create, manufacture, distribute, and sell high-end jewels, watches, perfumes, and accessories through a network of over 250 owned stores in the most exclusive shopping areas in the world, selected distributors, and more than...
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Financial Sales Manager
1 day ago
Dublin, Ireland Wallace Myers International Full timeI am seeking a dynamic Sales Manager to work with high-net-worth individuals in an entrepreneurial role. This position involves reaching out to provided leads, qualifying them, and scheduling in-person appointments. Your primary goal is to convert prospects into clients by gathering new business and assets. You will focus on consultative selling and closing...
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(Immediate Start) Demand and Supply planner
5 days ago
Dublin, Ireland BVLGARI Full timeDemand and Supply Planner - APAC Market Bulgari is one of the most prestigious brands and global players in the luxury market. We create, manufacture, distribute, and sell high-end jewels, watches, perfumes, and accessories through a network of over 250 owned stores in the most exclusive shopping areas in the world and selected distributors and more than...
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▷ [Urgent Search] Senior Planner
2 weeks ago
Dublin, Ireland Duggan Brothers (Contractors) Limited Full timeWould you like to be a part of our expanding Team? We are currently recruiting a Senior Planner. The ideal candidate will have 5+ years’ experience and will be offered the opportunity to progress and develop their career with Duggan Brothers. We offer a comprehensive benefits package designed to attract and retain top talent. We provide a competitive...
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Development Planner – Associate
2 weeks ago
Dublin, Ireland SYSTRA Full timeAround the world, SYSTRA’s specialists plan, design, integrate, test, commission, project manage and deliver mass transit and mobility solutions that are relied on by more than 50 million people every day. For more than 60 years, the Group has been committed to helping cities and regions contribute to their development by creating, improving and...