Financial Planner
3 weeks 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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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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Financial Advisor
3 months ago
Dublin, Ireland Sure Financial 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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Senior Financial Planner
3 weeks 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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Senior Financial Planner
5 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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Transport Planner
2 weeks ago
Dublin, Ireland Inclusion IQ LTD Full timeTransport Planner (ROI ) Full time Permanent Butterfly Shift 40k Inclusion IQ are delighted to be supporting our multi award winning client as they are continuously growing their services within the Transport Industry. This opportunity invites you to work as a valued team member within an innovative company dedicated to creating Green Energy Solutions. The...
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Head of Financial Planning
3 weeks ago
Dublin, Ireland Eirkoo Full timeWe are hiring for a Head of Financial Planning to join our client, a Reputable Life & Pension Brokerage Firm based in Dublin City Centre c100K Salary+ Bonus Hybrid Working Opportunity Central Dublin Office Location Key Duties; Lead and manage a team of financial planners / advisors Monitor team targets and peformance, and carry out reviews where necessary...
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Transport Planner ROI
2 weeks ago
Dublin, Ireland Inclusion IQ LTD Full timeTransport Planner ROI Full time-Permanent Butterfly Shift Applicants must be able to work Butterfly shift ( Week 1 Mon, Tues ,Fri & Sat Week 2 Wed & Thurs 6.30- 6.30pm ) Salary 40k - 44k Inclusion IQ are delighted to be supporting our multi award winning client as they are continuously growing their services within the Transport Industry. This opportunity...
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Integrated Supply Planner
2 months ago
Dublin, Ireland Perrigo Full timeDescription Overview We are looking for a Planner to join our Dublin based team on an initial 12 month contract (with possibility of extension). The Integrated Supply Planner will be involved in developing and deploying new Supply Chain planning systems and processes. They will support the planning manager to ensure the best ways of working are...
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Project Planner
5 months ago
Dublin, Ireland Primark Full timeJob Description Our Technology teams are right at the heart of what we do. Surrounded by some of the best Technology Specialists in the industry, you’ll bring your own ideas to the business - helping to shape the experience of our customers as part of a forward-thinking team. As the programme and...
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Project Planner
5 months ago
Dublin, Ireland Johnson Controls International Full timeWhat We Offer Competitive Compensation: Enjoy a competitive salary which will be reviewed annually. Perks and Benefits: 23 days of paid holidays plus bank holidays. Comprehensive Benefits: Our package includes pension matched contribution, health insurance, life assurance, employee assistance program, referral scheme, cycle-to-work scheme. Training...
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Financial Planning Consultant
3 weeks ago
Dublin, Ireland Marsh McLennan Full timeCompany: 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,...
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Financial Planning Consultant
3 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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Integrated Supply Planner
1 month ago
Dublin, Ireland Perrigo Full timeAt Perrigo, we are driven by our mission to Makes Lives Better Through Trusted Health and Wellness Solutions, Accessible to All. We are proud to be a Top 10 player in the European Consumer Self-Care market and the largest U.S. store brand provider of over the counter and infant formula. Dedicated to providing The Best Self-Care for Everyone, we are the...
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Associate Manager
3 weeks ago
Dublin, Ireland SS&C Financial Services (Ireland) Limited Full timeSS&C Financial Services Middle Office, Associate Manager - Dublin About SS&C Technologies SS&C is a global provider of investment, financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in...
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Middle Office, Associate Manager
3 weeks ago
Dublin, Ireland SS&C Financial Services (Ireland) Limited Full timeSS&C Financial Services Middle Office, Associate Manager - Dublin About SS&C Technologies SS&C is a global provider of investment, financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in...
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Private Client Administrator
3 weeks ago
Dublin, Ireland Elevate Partners Full timeWe are currently working with an international Wealth Management firm who are looking to hire a Private Client Administrator to join their team in Dublin. The successful candidate for this role will provide support to Financial Planners ensuring client satisfaction through direct contact with client, and other operational colleagues. Role Duties include:To...
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Private Client Administrator
3 weeks ago
Dublin, Ireland Elevate Partners Full timeJob DescriptionWe are currently working with an international Wealth Management firm who are looking to hire a Private Client Administrator to join their team in Dublin. The successful candidate for this role will provide support to Financial Planners ensuring client satisfaction through direct contact with client, and other operational colleagues. Role...
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Wealth Manager
3 months ago
Dublin, Ireland FK International Full timeDescription FK International are exclusively partnering with a well-capitalised challenger institution in the Wealth Management sector. This role presents an opportunity for an experienced wealth professional to move into a dynamic, entrepreneurial environment as the business embarks on an ambitious growth strategy. Key responsibilities will include:...
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Senior Client Administrator
3 months ago
Dublin, Ireland FK International Full timeJob Description Join a leading Wealth Management firm in Dublin and work closely with the Financial Planners/Investment Managers to provide clients with an excellent level of service. Key responsibilities will include: Building relationships with clients, preparing portfolio valuations and supporting across other ad hoc client requests. Assisting investment...
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Global Demand PlannerNew
4 weeks ago
Dublin, Ireland Next Generation Full timeAn expanding FMCG company experiencing substantial sales growth in existing markets and new categories are looking to recruit a global supply chain planner. Based in our Dublin Head Office, this role provides a unique opportunity to join an established and growing global supply chain which has experienced 20-25% year on year growth . Responsibilities: ...