Private Client Advisor

9 hours ago


Dublin, Ireland 360 Search Full time

We are recruiting for a Private Client Consultant to join our clients growing Wealth Team. You will work as part of a team of financial planning experts, working to provide expertise and support, working collaboratively with their investment and Private Client teams. With a need to bring an innovative and commercial skillset to create positive outcomes for current clients and prospects. Overview of duties Work with the various teams to develop innovative solutions for high-net-worth clients whilst incorporating knowledge of pension, tax, protection and investment disciplines. Have a solid understanding of the pension and wealth management market and apply this knowledge with internal and external stakeholders. Support the business to deliver excellent customer outcomes in a risk conscious manner. Always comply with all Risk and Compliance frameworks, policies and procedures involved with the role Person specification Knowledge, skills and abilities: Minimum 5 years experience in a client facing role Solid understanding and knowledge of the Irish pension and tax regulations and legislation Professional qualification in a related discipline QFA qualification desirable Strong communication / presentation skills, both written and verbal Strong organisational skills, the ability to manage time and to manage projects of various sizes successfully Ability to work effectively as part of a dynamic team, and to manage key stakeholder relationships both internally and externally Skills: QFA RPA CFP Financial Advice Financial Consultant Benefits: Pension DIS Bonus Commission Great AL



  • Dublin, Ireland Evelyn Partners Full time

    What will you be doing? We’re seeking an ambitious individual to join our Wealth Management team in Dublin, you will be responsible for providing full administrative support 1 to 2 Investment Managers, as well as building relationships with clients to deliver a positive and sleek client experience. What’s in it for me? As a Client Administrator at...


  • Dublin, Ireland Deloitte Ireland LLP Full time

    Deloitte is the biggest professional services Firm in the world and making an impact is more than just what we do: it's why we're here. We're driven to create positive progress for our clients, community, people, and the planet. This sense of purpose inspires us to work to the highest standards, to tackle the challenges that matter. The tax landscape is...

  • Senior Client Advisor

    9 hours ago


    Dublin, Ireland Marsh McLennan Full time

    Company: Marsh Description: Marsh Multinational Domestic Team: We have a fantastic opportunity for a Client Advisor to join our Dublin based Advisory team. The successful applicant will primarily work on one of Marshs largest & most recognisable RMP Domestic clients which will involve working closely with the Account Executives plus local colleagues in...


  • Dublin, Ireland Mazars Chartered Accountants Full time

    Forvis Mazars, the smart choice Forvis Mazars in Ireland is a leading professional services firm with ambitious growth plans and over 800 staff based in Dublin, Galway and Limerick. We are an integral part of Forvis Mazars Group, an internationally integrated partnership with over 50,000 professionals operating in over 100 countries and territories around...

  • Apply Now: Tax Senior

    9 hours ago


    Dublin, Ireland Mazars Chartered Accountants Full time

    Forvis Mazars , the smart choice Forvis Mazars in Ireland is a leading professional services firm with ambitious growth plans and over 800 staff based in Dublin, Galway and Limerick. We are an integral part of Forvis Mazars Group, an internationally integrated partnership with over 50,000 professionals operating in over 100 countries and territories around...


  • Dublin, Ireland Deloitte Ireland LLP Full time

    Deloitte is the biggest professional services Firm in the world and making an impact is more than just what we do: it's why we're here. We're driven to create positive progress for our clients, community, people, and the planet. This sense of purpose inspires us to work to the highest standards, to tackle the challenges that matter. The tax landscape is...


  • Dublin, Ireland Tiffany & Co Full time

    Overview: Tiffany & Co... the name instills images of Beauty, Romance and the iconic Blue Box. It is a Symbol of Excellence. For over 187 years, Tiffany has created a legacy of exquisite designs and romantic ideals. Tiffany & Co.'s rich heritage of celebrated artists, historic milestones and magnificent jewelry creates the foundation from which our...


  • Dublin, Ireland AON Full time

    Senior 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...


  • Dublin, Ireland Fisher Investments UK Full time

    Overview The Opportunity: The Private Client Advice (PCA) group evaluates client and prospect goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations. As a Swedish PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellors in providing...


  • Dublin, Ireland Fisher Investments Europe Full time

    Overview: The Opportunity: The Private Client Advice (PCA) group evaluates client and prospect goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations. As an Italian PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellor's in...


  • Dublin, Ireland Mazars Chartered Accountants Full time

    Forvis Mazars , the smart choice Forvis Mazars in Ireland is a leading professional services firm with ambitious growth plans and over 800 staff based in Dublin, Galway and Limerick. We are an integral part of Forvis Mazars Group, an internationally integrated partnership with over 50,000 professionals operating in over 100 countries and territories around...

  • Senior Bookkeeper

    9 hours ago


    Dublin, Ireland Walfrid Private Full time

    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...


  • Dublin, Ireland Walfrid Private Full time

    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...


  • Dublin, Ireland Hedgeserv Corp Full time

    HedgeServ is a leading global fund administrator with more than $450 billion in assets under administration across all investment vehicles including Hedge Funds, Private Equity Funds, UCITS, Hybrid Credit Managers, Funds of Funds and Managed Account Platforms. We optimize our clients’ experience using unique proprietary technology coupled with robotic...


  • Dublin, Ireland Fisher Investments UK Full time

    Overview The Opportunity: The Private Client Advice (PCA) group evaluates client and prospect goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations. As an Italian PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellor's in...

  • Care Advisor

    3 hours ago


    Dublin, Ireland Allianz Popular SL. Full time

    We are Allianz Partners, the leader in assistance and insurance solutions in the areas of health, assistance, automotive, and travel insurance. Allianz Partners is a global family of over 19,000 employees across 78 countries. This role is in the Health line of the business, which has a number of well-known customer-facing brands such as Allianz Care,...

  • Mortgage Advisor

    7 days ago


    Dublin, Ireland 360 Search Full time

    This is a superb opportunity for a highly organised specialist with great customer service skills to gain valuable experience and increase their skill set within a supportive and successful team. Buying a new property is an exciting time and you will be on hand to guide customers throughout the process, providing high-quality, tailored and informative...

  • Financial Advisor

    7 days ago


    Dublin, Ireland MortgageLine Full time

    An 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...


  • Dublin, Ireland National Express Group PLC Full time

    Airside Transport Services is one of our newest ventures and this role is an exciting opportunity to develop and grow our fledgling business into a major part of our new premier parking service at Dublin Airport. We are hiring for full time Customer Service Advisors to join our diverse and dynamic team to support the elevation of the overall airport...


  • Dublin, Ireland The Panel Group Full time

    Senior Financial Advisor Our client, a leading global wealth manager, is currently seeking a Senior Financial Advisor to join their Dublin based team. This is an excellent opportunity for a sales driven individual who is looking to grow their career within a global firm. The Job: Meeting with HNW clients to discuss investment opportunities Driving wealth...