Financial Advisor
3 weeks ago
Company description: FBD Holdings PLC Job description: Job Overview Reporting to the Sales Manager, the role offers the successful individual the opportunity to develop their career within a long-established, ambitious and growing Company. The Financial Advisor will work closely with FBD Insurance management and staff locally. Job Responsibilities Achieve revenue/business targets for life, pension and investment business while working to the expected high standards of professionalism and advice, always conducting a comprehensive fact find with customers to identify and prioritise their financial planning needs and objectives. Proactive in developing internal and external relationships to promote, maintain and grow FBD Financial solutions business. Operate to the quality standards defined including, processes, technology and procedures and ensure compliance to company standard, policy and procedures and regulatory requirements. Take responsibility for personal development by consistently and proactively improving personal sales ability, technical skills and industry knowledge. Job Responsibilities Education Leaving Certificate or equivalent qualification. Recognised Qualification (e.g. QFA, CFP). Experiences Proven ability to identify customer needs and make recommendations in relation to Investment, Life & Pensions requirements. Self-starter with high energy. Sales experience to intermediaries or the public. Proficiency in MS Office suite of products and in electronic point of sale and administration systems. Competencies Customer Relationship Management: takes responsibility for ensuring that customer interaction is delivered to a high level of satisfaction with the customer Planning & Organisation: prioritises competing tasks in a busy environment Excellent interpersonal, communication and organisational skills. Problem solving & Decision making: analyses & deals with issues, seeks support as required and takes decisions Drive for results: works efficiently to achieve results MCC This is a controlled function under the Central Bank of Irelands Fitness and Probity Regime. As such you are expected to know and comply with the standards at all times. Footer FBDis an inclusive Equal Opportunity employer that considers applicantsirrespective of their age, gender, ethnicity, culture, religion, language, sexual orientation, ability, disability and social circumstances. Skills: Sales QFA Life and Pensions Benefits: Bonus Health Plan Paid Holidays Pension
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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 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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Financial Advisor
3 weeks ago
Dublin, Ireland Walfrid Private Full timeCompany Overview: Walfrid Private is a Wealth Management firm based in Ballymount in Dublin 12. We assist Irish Company Directors, Business Owners and Entrepreneurs to reduce costs, reduce taxes and improve both business and personal financial performance. Walfrid Private implement strategic plans with their clients to ensure they achieve financial...
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Financial Advisor
3 weeks ago
Dublin, Ireland FBD Holdings Full timeCompany description: FBD Holdings PLC Job description: Job Overview Reporting to the Sales Manager, the role offers the successful individual the opportunity to develop their career within a long-established, ambitious and growing Company. The Financial Advisor will work closely with FBD Insurance management and staff locally. Job Responsibilities Achieve...
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Financial Advisor
4 months ago
Dublin, Ireland FBD Insurance Full timeJob Overview Reporting to the Sales Manager, the role offers the successful individual the opportunity to develop their career within a long-established, ambitious and growing Company. The Financial Advisor will work closely with FBD Insurance management and staff locally. Job Responsibilities Achieve revenue/business targets for life, pension...
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Financial Advisor
4 weeks ago
Dublin, Ireland FBD Insurance Full timeJob Overview Reporting to the Sales Manager, the role offers the successful individual the opportunity to develop their career within a long-established, ambitious and growing Company. The Financial Advisor will work closely with FBD Insurance management and staff locally. Job Responsibilities Achieve revenue/business targets for life, pension...
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Financial Planner
3 weeks 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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Head of Financial Planning
3 weeks ago
Dublin, Ireland 360 Search Full timeHead of Financial Planning 360 Search are working exclusively with a dynamic and industry renowned Wealth Management and Financial Planning business based in Dublin. The company are dedicated to providing exceptional financial planning, wealth management, and employee benefit services to their clients. Job Summary The Head of Financial Planning is...
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Head of Financial Planning
3 weeks ago
Dublin, Ireland The Panel Group Full timeOur client, a progressive and innovative Financial Services Advisory Company, is seeking a Head of Financial Planning to join their team. The Job Lead, motivate, upskill and develop a team of financial advisors Set individual performance targets for revenue generation & monitor progress Drive departmental revenue performance to meet/exceed business targets...
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Financial Planning Consultant
7 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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Claims Advisor
4 months ago
Dublin, Ireland Cornmarket Full timeWho 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 We...
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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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Senior Financial Advisor
5 days ago
Dublin, Ireland Eirkoo Full timeOur client, a reputable and expanding brokerage firm, is seeking an experiencedFinancialAdvisorto join their professional team at providing unbeatablefinancialadvice and solutions to their clients. This is a rewarding and progressive opportunity for the successful candidate. The Role; Identifyfinancialservices needs with potential and existing clients...
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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 Services Team Leader
4 months ago
Dublin, Ireland Cornmarket Full timeWho 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. ...
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Dublin, Ireland The Panel Group Full timeAssociate Director for Statutory Financial Reporting My client is a hugely successful global pharmaceutical company. This role will play a pivotal role in redefining our financial landscape, driving both strategic oversight of global finance policies and spearheading a transformative project to enhance the efficiency and compliance of the statutory financial...
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Financial Accountant
3 months ago
Dublin, Ireland Primark Full timeJob Description Finance Accountant - months Fix Term Contract At Primark, we’re here to create maximum joy at minimum cost – less money and less impact on the planet. Our strong values run through everything we do – we are Caring and always strive to put people first. We’re Dynamic and...
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Corporate Finance Analyst/Advisor
3 weeks ago
Dublin, Ireland National Treasury Management Agency Full timeRole Profile Job Title: Corporate Finance Analyst / Advisor (x2) Division/Function: NewERA Reporting To: Corporate Finance Director Job Family: Corporate Finance & Advisory Services Career Stream: Professional Career Zone: Professionals/Specialists Job Type: Permanent **Closing date for Applications 21st October 2024** Summary of the Business The National...
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Financial Planning Consultant
4 weeks ago
Dublin, Ireland IE011 Mercer (Ireland) Limited Full timeDescription: 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 Accountant
4 weeks ago
Dublin, Ireland PHX Ireland Full timeFinancial Accountant This job description sets out the scope of the role of the Financial Accountant with the main duties of the position at the date when it was completed. It does not include or define all responsibilities or duties which the post holder may be expected to carry out. Duties may vary from time to time without changing the nature of the...