2/27/2025 A Financial Advisor
3 weeks ago
Your Responsibilities:
1. Meeting with existing and new clients via teams/face to face and going through the financial planning process
2. Identify needs and opportunities for new business through the implementation phase
3. Annual client reviews
4. Getting referrals from clients by doing great work for them
5. Responding to client communications in a timely manner
Your Experience & Skills:
1. Min. QFA qualified.
2. 2-3 years' experience in a similar role.
3. Strong sales experience
4. Excellent writing and communication abilities and be a strong team player
5. You act in your client's best interest at all times
6. Proficient in MS Word, Excel, and Outlook
For more information please reach out to me directly at Reece.Weldon@cpl.ie or 0872022512.#LI-R
#J-18808-Ljbffr
-
Mortgage Advisor
3 days ago
Dublin, Dublin City, Ireland Dng Financial Services Ltd Full timemortgagesBrief Description of Role DNG Financial Services is looking to recruit an ambitious and self-motivated Mortgage Advisor to join our DNG Financial Services business.The ideal candidate will have 2+ years of experience in a busy Financial Services Brokerage or Retail Banking environment.Main Duties and Responsibilities Achieve mortgage business...
-
Mortgage Advisor
5 days ago
Dublin, Dublin City, Ireland DNG Financial Services Ltd Full timemortgagesBrief Description of RoleDNG Financial Services is looking to recruit an ambitious and self-motivated Mortgage Advisor to join our DNG Financial Services business. The ideal candidate will have 2+ years of experience in a busy Financial Services Brokerage or Retail Banking environment.Main Duties and Responsibilities1. Achieve mortgage business...
-
Financial Planner
2 weeks ago
Dublin, Dublin City, Ireland Advisor Employee Services Full timeFinancial Planner Our well-established and growing financial planning firm is seeking to add a Financial Planner to our team Our firm has a proven marketing and operations system, which has allowed us to steadily increase our client base and attract additional advisors. We are a fast-paced, mission-driven company with a collaborative, dynamic work...
-
Senior Financial Advisor
1 week ago
Dublin, Dublin City, Ireland Prosperous Financial Planning Full timeJob Title: Senior Financial AdvisorReporting to: Premier & Choice ManagerDepartment: PlanningWe 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 ensure...
-
Financial Advisor
1 week ago
Dublin, Dublin City, Ireland Brokers Ireland Full timePriority Insurance & Finance Solutions is an award-winning brokerage, proudly receiving the prestigious Meath Financial Broker of the Year 2025 accreditation from the All-Ireland Business Foundation. Established in 1981, we have built a strong reputation for delivering expert financial, insurance, and mortgage solutions tailored to our clients' needs. Our...
-
Financial Advisor
7 days ago
Dublin, Dublin City, Ireland Rockwell Financial Management Full timeAbout Us: Rockwell is a dynamic and industry renowned Financial Planning business based in Dublin, dedicated to providing exceptional financial planning, wealth management and employee benefit services to our clients. We are committed to excellence, integrity, and innovation in all aspects of our business. The Role We're seeking ambitious, motivated, client...
-
Financial Advisor
3 weeks ago
Dublin, Dublin City, 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...
-
Financial Advisor
7 days ago
Dublin, Dublin City, Ireland Total Talent Full timeThis range is provided by Total Talent. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeMy client is seeking a highly motivated Financial Advisor to provide expert financial advice in Retirement Planning, Investments, Life Insurance, Serious Illness Cover, and Income Protection. The role...
-
Financial Advisor
2 weeks ago
Dublin, Dublin City, Ireland The Panel Group Full timeFinancial Advisor Our client, a financial planning and advisory firm based in South Dublin, is currently seeking a Financial Advisor to join their established team. The Job: Meet with new clients and guide through the financial planning process Identify needs and opportunities for new business Conduct annual client reviews Managing referrals from other...
-
Financial Advisor
3 weeks ago
Dublin, Dublin City, Ireland Hunter Savage Full timeJob Title: Financial AdvisorDescription: We are hiring for our client, a prestigious brokerage firm with a rich heritage. As part of their dynamic team, you will provide expert financial advice, focusing on Retirement Planning, Investments, and Life, Serious Illness, and Income Protection Insurance. This role requires a proactive approach to business...
-
Financial Services Manager
2 weeks ago
Dublin, Dublin City, Ireland Prosperous Financial Planning Full timeJob Title: Financial Services Sales Manager Reporting to: Head Of Financial Planning Department: Planning Prosperous Financial has an exciting opportunity for an ambitious, highly motivated Financial Services Sales Manager, to lead our Choice service offering. The Sales Manager plays a crucial role in the organisation and will lead a team of 5 Financial...
-
Dublin Financial Advisor Role
11 hours ago
Dublin, Dublin City, Ireland Allied Irish Banks Full timeJob Overview:AIB is seeking a highly motivated Financial Planning Specialist to join our team. As a key player in our Customer Financial Planning division, you will have the opportunity to work with a large and growing team of advisors.The successful candidate will have excellent communication skills and be able to build strong relationships with customers...
-
Licensed Financial Advisor
3 days ago
Dublin, Dublin City, Ireland Bighornlaw Full timeAre you a Licensed Financial Advisor looking to make a real impact in people's lives? Join The Pension Group in Dublin, OH, US, where we pride ourselves on providing top-notch financial advice to clients. Our team is dedicated to helping individuals plan for a secure and prosperous future, ensuring peace of mind for all clients.At The Pension Group, you'll...
-
Financial Advisor
1 week ago
Dublin, Dublin City, Ireland Cpl Healthcare Full timeMy client, a well-established Financial Services Broker based in the city centre, is now looking to add a Financial Advisor to the team. The successful candidate will be ambitious and self-motivated and hold previous experience in a similar position. This person will be keen for career growth and be looking for a company that can provide a long-term career...
-
Financial Advisor
7 days ago
Dublin, Dublin City, Ireland Walfrid Private Full timeAt Walfrid Private, we dont just manage wealthwe help business owners and entrepreneurs unlock financial freedom faster than they ever thought possible. Based in Ballymount, Dublin 12, we specialize in strategic financial planning that reduces costs, minimizes taxes, and maximizes long-term wealth. As we continue to grow, were looking for experienced...
-
Financial Advisor
3 weeks ago
Dublin, Dublin City, Ireland Engage People Recruitment Full timeRecruitment Manager - Financial Services @ Engage PeopleAre you ready to elevate your career with a distinguished and expanding financial advisory firm? This firm is dedicated to helping clients reach their financial aspirations and is now seeking passionate Financial Advisors to become part of their success story.This company specialises in providing...
-
Financial Regulatory Advisor
9 hours ago
Dublin, Dublin City, Ireland Cantor Fitzgerald Ireland Full timeFinancial Regulatory AdvisorWe are seeking a highly skilled Financial Regulatory Advisor to join our team at Cantor Fitzgerald Ireland. As a key member of our First Line Assurance department, you will play a critical role in ensuring that all business activities adhere to regulatory standards, internal policies, and best practices.The ideal candidate will...
-
2/22/2025 A Medical Advisor
3 weeks ago
Dublin, Dublin City, Ireland Quanta Consultancy Services Ltd Full timeMedical Advisor - Dublin - 13-Month ContractWith worldwide demand for their life-changing oncology treatment increasing, one of our global pharmaceutical clients is looking for a Medical Advisor to join their team to support multiple capital projects taking place on-site in Dublin.This is a fantastic opportunity to work on a state-of-the-art fill-finish...
-
Legal Advisor
3 weeks ago
Dublin, Dublin City, Ireland Cpl Healthcare Full timeWe are delighted to announce that our client the Charities Regulator are currently recruiting for a Legal Advisor.Role profile:The Legal Advisor will be part of the Legal Affairs team and report to the Director of Registration & Legal Affairs.The role of Legal Advisor involves providing legal advice and assistance to internal clients on a range of legal and...
-
Financial Services Advisor
9 hours ago
Dublin, Dublin City, Ireland Saol Assurance Full timeSaol Assurance is a dynamic life assurance company committed to empowering customers to take control of their financial well-being.We're seeking a skilled Paraplanner to join our team and contribute to our mission.As a Paraplanner, you'll be responsible for providing technical research services and preparing high-quality client advice reports.Your role will...