Financial Advisor
1 day ago
About 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 Description: We have 3 positions available for highly skilled and motivated Qualified Financial Advisors and Certified Financial Planners to join our dynamic team. These roles involve working with our existing client bank, conducting financial reviews and identifying potential sales opportunities. You will be responsible for providing expert financial advice, creating customized financial plans, and guiding clients towards achieving their financial objectives. The ideal candidates will have a strong background in financial planning, retirement planning, investments and life insurance / protection products. Key Responsibilities: Conduct detailed financial assessments to understand clients' financial situation and goals. Develop comprehensive financial plans tailored to clients' needs, including retirement planning, investment management, tax strategies, and estate planning. Provide ongoing financial advice and support to clients, adjusting plans as necessary to meet changing circumstances and goals. Educate clients on financial matters, including market trends, investment options, and risk management. Build and maintain strong relationships with clients, ensuring high levels of satisfaction and trust. Stay up-to-date with industry regulations, market developments, and best practices. Collaborate with other financial professionals within the firm to deliver integrated financial solutions. Conduct web-based and in person meetings. Make presentations to individuals and groups. Be comfortable to work in a target driven environment. Qualifications: QFA is an absolute minimum requirement for these roles. Please do not apply for these roles if you do not have your full QFA qualification. CFP, RPA or other financial designations are a distinct advantage. Be up to date on your Continuous Professional Development. Minimum of 5 years of experience in financial planning or a related field, ideally in a broker environment or another financial institution. Strong knowledge of financial products, investment strategies and retirement planning. Excellent analytical skills and attention to detail. Outstanding communication and interpersonal skills. Ability to build and maintain long-term client relationships. Proficiency in cash flow modelling (Cash Calc / Voyant etc) an advantage. However, we will provide training if required. What We Offer: Competitive salary based on experience. Performance-based bonuses and commission. Defined Contribution Pension Scheme. Income Protection. Life Insurance. Employee Assistance Programme. Professional development opportunities including education funding up to and including CFP qualification. Modern office located in Dublin 15, close to the M50, with free parking. Fitness and Probity This is a controlled function under the Central Bank of Irelands Fitness and Probity Regime. You are expected to know and comply with the standards at all times. Skills: Sales Financial Advisor Financial Planning Wealth Management Life and Pensions financial adviser Benefits: Pension Fund Group Life Assurance Mobile Phone Laptop Paid Holidays Performance Bonus
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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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Senior Financial Advisor
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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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Senior Financial Advisor
1 day 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
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Dublin, Ireland MortgageLine Full timeAn excellent opportunity for a Qualified Financial Advisor to join one of Ireland's leading Mortgage & Insurance Brokers as a Life & Pensions Advisor. At Mortgageline and Northwood Financial, were more than just a financial services provider; were a team committed to excellence and innovation. For over twenty years, our vibrant company culture, enriched with...
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Senior Financial Advisor
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Dublin, Ireland Wallace Myers International Full timeMy client a leading Wealth Management Company is looking for a Senior Financial Advisor to join their team. The ideal candidate will be required to provide clients with financial solutions in the areas of income protection, wealth management and financial services. Responsibilities: Engage with clients, generate leads, and provide tailored recommendations....
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Dublin, Ireland SPEEDECK Full timeLife & Pension - Financial Advisor QFA (Full Time) Dublin, Ireland Description Campion Insurances Ltd part of PIB group, one of the largest insurance brokers in Ireland are pleased to share the following role within the PIB Group in Ireland based in Sandyford, Dublin. We have a role available in our Sandyford Dublin office. We are seeking to recruit an...
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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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Dublin, Ireland BestForexBonus.com Full timeOXShare | Technical Analysis and Financial Advisor Job description: Evaluate investments using past performance and technical indicators. Use technical analysis and its indicators to extrapolate and predict price movements. Focus on only one or a few technical analysis aspects, while some focus on multiple techniques and methods. Observe patterns of the...
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Financial Advisor Dublin
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