Financial Private Client Advisor

3 days ago


Galway, Ireland Hardiman Life and Pensions Limited Full time

Hardiman Life & Pensions are seeking a dedicated and experienced Financial Private Client Advisor to join the close-knit team. The successful candidate will manage client relationships, ensure seamless service delivery, and support the business in delivering top-tier financial advisory services. Responsibilities Support the Senior Financial Advisor by managing the annual review process of existing clients and meeting ongoing regulatory requirements for existing clients. Develop and maintain strong relationships with clients, ensuring high levels of satisfaction and retention. Prepare reports, presentations and advice for clients. Experience using cash flow planning software such as Voyant is an advantage. Contribute to process improvements. Support compliance requirements for the firm. Progress to managing high intent new enquiries for pensions and investments. Have an understanding of the impact of auto-enrolment for employers/employees and provide guidance on solutions available. Ensure all client documentation is accurate, compliant, and up to date. Suggest and implement ideas and development initiatives for business development and overall client-service and satisfaction. Ensure all activities are compliant with regulatory requirements and company policies. Stay updated on industry trends and regulatory changes affecting Life & Pensions products. Qualifications Ideally hold over 3 years experience in either a client-facing or support role (or both) within a brokerage preferably or the Life & Pensions industry. Full QFA (Qualified Financial Adviser) designation is required. Any additional industry qualifications will be highly regarded i.e. RPA, CFP. Strong knowledge of pensions and investments required. Excellent communication and interpersonal skills, with the ability to build and maintain client relationships. Highly organized with strong attention to detail and the ability to manage multiple tasks simultaneously. Benefits: Competitive salary and benefit package commensurate with experience (€45k - 55k). Hybrid role with a combination of office based work and working from home 1 2 days a week. Continuous professional development opportunities. Supportive and collaborative work environment Opportunities for career advancement within the company. Employment Type Full-time



  • Galway, Ireland Sigmar Recruitment Full time

    My client, a leading and reputable benefits and wealth management brokerage is seeking a Financial Private Client Advisor to work in their Galway office (hybrid).Due to business expansion throughout Ireland, they are recruiting for a number of roles across their private client and employee benefits divisions. Key Responsibilities Be a trusted financial...


  • Galway, Ireland Hardiman Life and Pensions Limited Full time

    Hardiman Life & Pensions are seeking a dedicated and experienced Financial Private Client Advisor to join the close-knit team. The successful candidate will manage client relationships, ensure seamless service delivery, and support the business in delivering top-tier financial advisory services. Responsibilities Support the Senior Financial Advisor by...

  • Financial Planner

    3 days ago


    Galway, Ireland Sigmar Recruitment Full time

    Job Title: Private Financial Advisor Location: East Galway Hybrid working policy: This client operations a 3 days in/2 days from home policy however there is flexibility with this. Level of responsibility: Applications are welcome from talent people with 2+ years Financial Planning experience. There are FP and Senior FP roles on offer. Benefits include:...


  • Galway, Ireland Cornmarket Group Financial Services Ltd. 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 We are...

  • Financial Accountant

    3 weeks ago


    Galway, Ireland Cpl Resources Full time

    Financial Accountant My client is dedicated to helping all people with chronic conditions get back to living their lives to the fullest. They do this by enhancing access to care, improving quality of life and advancing health equity. They are currently looking for a qualified Financial Accountant to join their team on a permanent basis. Based in Galway, this...


  • Galway, Ireland Cpl Resources Full time

    Financial Accountant My client is dedicated to helping all people with chronic conditions get back to living their lives to the fullest. They do this by enhancing access to care, improving quality of life and advancing health equity. They are currently looking for a qualified Financial Accountant to join their team on a permanent basis. Based in Galway, this...

  • Financial Accountant

    2 weeks ago


    Galway, Ireland Cpl Healthcare Full time

    Financial Accountant My client is dedicated to helping all people with chronic conditions get back to living their lives to the fullest. They do this by enhancing access to care, improving quality of life and advancing health equity. They are currently looking for a qualified Financial Accountant to join their team on a permanent basis. Based in Galway,...


  • Galway, Ireland Sigmar Recruitment Full time

    Group Financial Accountant - Galway City About Your New Employer: Our client is a leading Galway based company in the healthcare sector. They are looking for a qualified Accountant to join their growing finance team. About Your New Job: Key Responsibilities: Responsibility for completion of month end functions to support the timely and accurate management...


  • Galway, Ireland CPL Full time

    Financial Accountant My client is dedicated to helping all people with chronic conditions get back to living their lives to the fullest. They do this by enhancing access to care, improving quality of life and advancing health equity. They are currently looking for a qualified Financial Accountant to join their team on a permanent basis. Based in Galway,...


  • Galway, Ireland Total Talent Solutions Full time

    Excellent new opportunity for an Insurance Customer Service Advisor to join a growing insurance business in Galway City. The position is permanent office-based role and has a salary of up to €32,000 with excellent benefits on offer. Tasks and Responsibilities for the Insurance Customer Service Advisor: Tasked with fostering new business growth across...

  • Junior Health

    3 days ago


    Galway, Ireland Construction Specialist Recruitment Full time

    Job Role: Junior Health & Safety Advisor Galway Our client who is long established within the construction industry is looking for a junior H&S Advisor to join their team and be based in Galway. As a Junior Safety Advisor, you will be tasked with managing and maintaining the companys safety by working with the safety team, employees and managers. This...


  • Galway, Ireland Compass Associates Full time

    IVF Consultant | Private ClinicGalway, IrelandUp to €220,000 per/annumPermanent Full-Time/Part-TimeAre you a consultant looking for a position with one of Ireland’s leading fertility groups?Open to exploring high-end, private work with scope for senior progression?We are seeking a specialist consultant to with a background in Fertility and IVF, to join...


  • Galway, Ireland Collins McNicholas Recruitment Full time

    Our client, a global construction and maintenance company, is seeking a Health and Safety Advisor to join their team in Kilcogan, Co. Galway on a permanent contract. Responsibilities: - Develop, implement, and monitor the safety program to ensure compliance with all applicable government regulations and comply with technical standards. - Review & update...


  • Galway, Ireland CSR Group Full time

    Job Role: Junior Health & Safety Advisor – Galway Our client who is long established within the construction industry is looking for a junior H&S Advisor to join their team and be based in Galway. As a Junior Safety Advisor, you will be tasked with managing and maintaining the company’s safety by working with the safety team, employees, and managers....


  • Galway, Ireland ICE Jobs Full time

    Join Pitman Training as a Course Sales Advisor! Salary: DOE Location: Galway About the Role: As a Pitman Course Sales Advisor, you will be at the forefront of driving sales and managing leads for future students looking to develop their skills. You will be working for one of our client companies to Inspire, Achieve and Thrive through advising...


  • Galway, Ireland Construction Specialist Recruitment Full time

    Job Role: Junior Health & Safety Advisor Galway Our client who is long established within the construction industry is looking for a junior H&S Advisor to join their team and be based in Galway. As a Junior Safety Advisor, you will be tasked with managing and maintaining the companys safety by working with the safety team, employees and managers. This...

  • Financial Controller

    2 weeks ago


    Galway, Ireland Celestica Inc. Full time

    Date: Jul 15, 2024 Location: Galway, G, IE Job Title: Controller 1 Req ID: 121904 Remote Position: Hybrid Hiring Manager: Ioana-Mariana Balint Band: 11 Region: Europe Country: Ireland State/Province: Galway City: Galway Summary By joining Celestica Galway (Ireland) as a Controller, you will play a pivotal role in delivering a fully automated,...


  • Galway, Ireland Morgan McKinley Full time

    My client, an international contractor, is looking for a Health & Safety Advisor to join their team in Galway. Reporting to the Group Health & Safety Manager, you will work closely with employees, line managers, and subcontractors to implement policies, conduct audits, and deliver training aimed at continuous improvement. Key Responsibilities: Develop and...


  • Galway, Ireland Morgan McKinley Full time

    My client, an international contractor, is looking for a Health & Safety Advisor to join their team in Galway. Reporting to the Group Health & Safety Manager, you will work closely with employees, line managers, and subcontractors to implement policies, conduct audits, and deliver training aimed at continuous improvement. Key Responsibilities: Develop and...


  • Galway, Ireland Ratio Recruitment Full time

    Ratio Recruitment is working with our client, a renownedfinancial companybased in Glenamaddy to hire anadministratorto join their team. The successful candidate will be an organised individual with previous administrative experience in a busy office environment. The ideal candidate will have a financial services background. This is apermanent role and our...