Financial Advisor
4 months 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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Senior Financial Advisor
4 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
1 month 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
1 month 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 Planning Advisor, Dublin
1 week ago
Dublin, Ireland Allied Irish Bank Full timeLocation/Office Policy: Dublin (Fully On-Site) Are you motivated, performance-driven, and thrive in competitive environments?Are you an excellent communicator skilled in negotiation, with the ability to challenge mindsets and influence?Do you have a results-focused approach and the ability to work independently while contributing effectively to a...
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Financial Planning Advisor, Dublin
3 days ago
Dublin, Ireland Allied Irish Bank Full timeLocation/Office Policy: Dublin (Fully On-Site) Are you motivated, performance-driven, and thrive in competitive environments?Are you an excellent communicator skilled in negotiation, with the ability to challenge mindsets and influence?Do you have a results-focused approach and the ability to work independently while contributing effectively to a...
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Head of Financial Planning
1 month 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
1 month 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
3 weeks 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
5 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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Senior Financial Advisor
3 weeks 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
1 month 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 Planning Consultant
2 months 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 AccountantThis 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 post...
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Custome Escalations Advisor
3 months ago
Dublin, Ireland The Very Group Full timeAbout the role As a Customer Escalations Advisor, you will be expected to handle a variety of responsibilities including: Responsibilities Answer incoming calls and document customer complaints using a database Thoroughly investigate and resolve customer complaints Ensure compliance with regulatory timelines and requirements Collaborate with...
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Financial Planning Specialist, Dublin
2 days ago
Dublin, Ireland Allied Irish Bank Full timeLocation/Office Policy: Dublin, Office Centric Are you highly motivated and a performance driven self-starter who thrives in competitive environments?Are you an excellent communicator, skilled in both negotiation and challenging mind sets who can successfully build, influence, and manage relationships?Do you have strong results focus approach to your...
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Financial Accountant
3 weeks ago
Dublin, Ireland PHX Ireland Full timeOverview / Purpose of the RoleThis role within the finance team will be involved in ensuring the overall integrity of financial processes and financial information. With significant emphasis on providing timely, relevant, and accurate information to local management and via group reporting. This is a great opportunity as it will afford the individual the...
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Sales Advisor
2 months ago
Dublin, Ireland Yours Full timeSales Advisor Salary €13.20 per hour Location Dublin Tallaght Contracted Hours A minimum of 13 hours per week This is a Permanent, Part time vacancy that will close in a month at 23:59 BST. The Vacancy Do you want to be the best and to be part of a wonderful team who display a huge amount of passion and knowledge about our product range...
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Admissions Advisor
7 months ago
Dublin, Ireland Euronext Full timeThe Admissions Advisor is a role within the Regulatory Services and Admissions Team (Dublin) and is responsible for ensuring that Euronext regulatory obligations are discharged appropriately at all times and that applications from issuers of debt, funds and exchange traded funds are reviewed for suitability for admission to the markets of Euronext.Key...