Financial Advisor
3 weeks ago
Company 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 independence sooner than they ever imagined possible by structuring long term bespoke financial cashflows. We work with clients nationwide, to ensure Wealth Development through multi-channel cashflows that are structured tax efficiently. Role Overview: Due to our continued growth and scale up we are looking to add a number of experienced Financial Advisors to the team to service our client base, mainly comprised of SME business owners and company directors. The successful candidates will report to the Head of Financial Planning. Leads will be generated by our marketing team and appointments set by our business development manager for each advisor. Responsibilities: Conduct thorough financial assessments to understand clients' goals, risk tolerance, and financial situations. Develop and implement customized financial plans that align with clients' objectives, incorporating investment strategies, retirement planning, tax planning, and estate planning. Provide expert advice on a range of financial products and services, such as pension, investment and protection products. Stay current on market trends, economic indicators, and regulatory changes to provide informed and up-to-date advice to clients. Build and maintain strong client relationships through regular communication, reviews, and adjustments to financial plans as needed. Collaborate with internal teams, such as business development and broker support teams, to ensure holistic and integrated financial solutions for clients. Stay compliant with industry regulations and company policies, maintaining the highest ethical standards in all client interactions. Key Experience & Skills: Minimum of 5 years proven experience selling pension, investment or protection products in the Irish market. QFA (Qualified Financial Advisor) certification is required. Additional qualifications such as RPA, SIA, or CFP are highly desirable. Experience in a brokerage background is desirable but candidates from other areas will be considered. Excellent interpersonal and communication skills to effectively build and maintain client relationships. Proven ability to evaluate complex financial information and provide clear, actionable recommendations. Skills: Financial Advisor Financial Planning wealth management Benefits: Pension Fund
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Financial Advisor
15 hours ago
Dublin, Dublin City, Ireland Prosperous Financial Full timeDirect message the job poster from Prosperous FinancialNo.1 Bestselling Author | Host of How to be Good with Money on RTÉ One | Private Consultations with Prosperous Financial | Corporate Speaker |Reporting to: Choice ManagerDepartment: PlanningWe have an exciting opportunity for an ambitious, highly proactive Qualified Financial Advisor (QFA) to join our...
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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...
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Financial Planner
3 days ago
Dublin, 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...
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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
12 hours ago
Dublin, Dublin City, 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 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...
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Financial Expert
12 hours ago
Dublin, Dublin City, Ireland Prosperous Financial Full timeJob OverviewWe are seeking a highly skilled and ambitious Qualified Financial Advisor (QFA) to join our Choice Team within Prosperous Financial. As a Choice Advisor, you will be responsible for managing the client journey for both new and existing clients, ensuring they receive expert advice and guidance throughout their financial journey.
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Financial Advisor
1 week ago
County Kerry, Ireland 360 Search Full timeOur client is a well-established and growing brokerage firm experiencing continued expansion through acquisition. With a strong presence in the Irish financial services market, they are now looking to add a Senior Financial Advisor to their team in Co. Kerry. This is a newly created role designed to support the firms ongoing growth while maintaining its...
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Financial Advisor
7 days ago
County Kerry, Ireland 360 Search Full timeOur client is a well-established and growing brokerage firm experiencing continued expansion through acquisition.With a strong presence in the Irish financial services market, they are now looking to add a Senior Financial Advisor to their team in Co. Kerry.This is a newly created role designed to support the firms ongoing growth while maintaining its...
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Financial Advisor
2 weeks ago
Dublin, 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...
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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...
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Financial Advisor 15h Left
3 weeks ago
County Dublin, Ireland Total Talent Solutions Full timeJob Title: Financial Advisor Established in 1938, my client is one of the oldest independently owned brokers in Ireland, providing insurance, wealth management, pensions, investments, employee benefits, and mortgage advisory services. With offices in Dublin and Drogheda, they offer expert financial solutions to private and commercial clients nationwide. My...
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Financial Advisor
1 week 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...
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Financial Advisor
1 week ago
Dublin, 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...
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Financial Advisor
2 weeks 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 week 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...
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Financial Advisor
7 days ago
Dublin, 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...
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Financial Advisor
1 week ago
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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Prosperous Financial Advisor
12 hours ago
Dublin, Dublin City, Ireland Prosperous Financial Full timeAbout the RoleThe successful candidate will possess expertise in investments, pensions, protection, and savings products, with excellent communication skills to interact with clients in a professional manner. Key duties include assessing and analyzing clients' financial circumstances, making recommendations, and providing solutions to meet their...
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Financial Advisor
1 week 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...