Senior Financial Advisor
1 day ago
My 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. Offer financial advice to both new and existing clients. Manage and continuously nurture relationships with a diverse client portfolio. Identify and develop new business opportunities through various internal and external channels. Achieve set sales targets and contribute to team-based goals. Comply with the standards, codes, and regulations established by financial regulatory bodies. Requirements: A minimum of a third-level qualification, along with the QFA designation. Progress toward the CFP qualification is advantageous. At least 5 years of advisory experience in financial services, with a proven track record in cultivating and expanding both existing and new client relationships. Strong understanding of investment products, markets, and the risk/return principles associated with them. In-depth knowledge of pension products, their technical details, and related tax guidelines. Excellent interpersonal skills, with a strong ability to solve problems and manage relationships. Ability to plan, organize, and manage tasks efficiently. Flexible and adaptable to changing situations as they arise. A solid understanding of business conduct regulations. Able to work effectively as part of a team. High level of accuracy and attention to detail. Excellent time management and the ability to prioritize tasks. Self-motivated and able to work independently. Capable of working toward new business goals and targets. 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 Advisor Life & Pensions QFA
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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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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
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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Financial Advisor
1 day 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
1 day ago
Dublin, Ireland The Panel Group Full timeSenior Financial Advisor Our client, an investmenth manager, is currently seeking a expereinced Financial Advisor to join their team in Leinster. This is an grreat opportunity for a proven salesperson seeking to grow their career within a leading financial advisory firm. The Job: Meet with potential clients to discuss investment options Drive pensions and...
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Senior Financial Advisor
2 weeks ago
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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Financial Advisor
3 weeks ago
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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Financial Advisor
1 day ago
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 Planner
3 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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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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Senior Financial Planner
1 day 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
2 weeks ago
Dublin, South 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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Financial Advisor QFA
5 days ago
Dublin, Ireland Campion Insurances Limited Full timeCampion Insurances Ltd, part of PIB group, one of the largest insurance brokers in Ireland, is pleased to share the following role within the PIB Group in Ireland. We provide our clients with solutions to all their insurance needs ranging from home and motor insurance to complex commercial business packages. We also provide a full range of health, life,...
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▷ (Immediate Start) Claims Advisor
2 weeks ago
Dublin, Ireland Cornmarket Group Financial Services Ltd. 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 are...
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Life and Pensions Administrator
2 weeks ago
Dublin, Ireland Rockwell Financial Management Full timePosition Overview: We are seeking a diligent and detail-oriented Client Support Administrator to join our team. The ideal candidate will assist senior advisors in delivering comprehensive financial planning and wealth management services, ensuring smooth and efficient operations. Key Responsibilities: 1. Operational Support: - Coordinate and manage client...
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Sr. Product Advisor, Workday Financials
2 weeks ago
Dublin, Ireland Workday, Inc. Full timeSr. Product Advisor, Workday Financials Remote Type: Flex Locations: Ireland, Dublin Time Type: Full Time Posted on: Posted 6 Days Ago Job Requisition ID: JR-0092568 Your work days are brighter here. At Workday, it all began with a conversation over breakfast. When our founders met at a sunny California diner, they came up with an idea to...
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Senior Client Service Advisor
2 weeks ago
Dublin, Ireland AON Full timeSenior Client Service Advisor - Professional Services Do you want to work in the largest dedicated Professional Services team in Ireland with exposure to large multinational and complex accounts? If so, this might be the role for you! This is a hybrid role with the flexibility to work from our new Dublin office and virtually. Aon is in the business of better...
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3 Days Left! Financial Advisor – LHK Financial
2 weeks ago
Dublin, Ireland Brokers Ireland Full timeWe are seeking a highly motivated and experienced Financial Advisor specialising in life and pensions to join our LHK Financial brokerage team. LHK Financial is part of LHK Group; is a third-generation, practitioner-led general insurance and financial planning broker in Leinster. Established in 1938, we are one of the oldest brokers on the island of Ireland...
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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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Senior HR Advisor
2 days ago
Dublin, Ireland HR Search Ltd Full timeReporting to the Senior HRBP, the Senior HR Advisor is a key member of the HR team and acts as a trusted advisor to managers and employees across the business whilst being central to the overall employee experience. Responsibilities Manage the day-to-day HR operations across Corporate Development, Renewables, Flex Gen and Customer Solutions Roig teams....
