Financial Advisor
4 days ago
My 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 in the future success of the firm. Key Responsibilities: Provide personalized wealth management advice tailored to clients' specific needs Engage new clients and lead them through the financial planning process Identify clients' financial objectives and ensure their strategies are optimized to achieve these goals Create, review, and deliver detailed financial plans Assess clients' existing pensions, investments, and protection plans during onboarding Utilize cashflow modeling to help clients understand their future financial outlook Oversee client communications and build strong, lasting relationships Work closely with clients' professional advisors, including those in tax, legal, and corporate finance sectors Conduct annual client reviews to ensure continued alignment with their goals Attend workshops and actively pursue ongoing professional development Take on additional duties as required Essential Skills & Qualifications: QFA qualification (required); CFP qualification (preferred) Minimum of 3 years' experience in financial planning or wealth management Expertise in applying cashflow modeling to financial planning Strong written and verbal communication abilities A proactive, inquisitive attitude with a passion for continuous learning Meticulous attention to detail Ability to work both independently and collaboratively within a team Confidence to challenge existing practices and suggest innovative approaches Proficient in MS Word, Excel, and Outlook Proven track record of managing client relationships and delivering top-tier service This role is perfect for someone who thrives in a dynamic, client focused environment and is eager to grow their career in financial advisory. 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 Planner Financial Advisor QFA CFP Benefits: DOE Bonus Pension Commission
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Financial Advisor
6 days 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
3 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 Advisor
2 days ago
Dublin, Dublin City, 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
6 days 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
2 weeks 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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Prosperous Financial Advisor
5 days ago
Dublin, Dublin City, Ireland Prosperous Financial Planning Full timeJoin Our Team:We're seeking an experienced Chief Wealth Strategist to lead our financial planning team. As a senior advisor, you'll be responsible for developing and implementing comprehensive wealth strategies that meet the evolving needs of our clients. Your expertise will help us deliver exceptional service and results-driven outcomes.Key...
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Financial Expert
6 days 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
3 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
2 weeks 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
2 weeks 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
1 day 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...
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Financial Advisor
2 weeks 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...
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Prosperous Financial Advisor
6 days 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
2 weeks 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...
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Financial Advisor
19 hours ago
Dublin, Dublin City, Ireland Walfrid Private Full timeDirect message the job poster from Walfrid PrivateRecruitment and People Partner at Walfrid Private, The Wealth Summit and Founders BoardAt Walfrid Private, we don't just manage wealth—we help business owners and entrepreneurs unlock financial freedom faster than they ever thought possible. Based in Ballymount, Dublin 12, we specialize in strategic...
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Financial Advisor
2 weeks ago
Dublin, Dublin City, Ireland Ask Acorn Full timeJob Title: Financial AdvisorLocation: Multiple Locations in North East Counties (Remote work options available)Company Overview:Ask Acorn is a dynamic, customer-focused life insurance and financial planning company that provides comprehensive, tailored solutions to meet the needs of individuals, families, and businesses. We are committed to helping clients...
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Financial Advisor
4 days ago
Dublin, Dublin City, Ireland Firstaff Recruitment Agency Full timeSenior Accounting RoleWe are looking for a highly skilled Financial Advisor to join our team in Dublin. The successful candidate will provide expert accounting advice and guidance to clients, ensuring they meet their financial obligations.ResponsibilitiesPrepare and submit financial reports and returnsProvide expert advice on taxation and accounting...
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Financial Advisor
2 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...
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Trainee Financial Advisor
2 weeks ago
Dublin, Dublin City, Ireland deVere Group Full timeGet AI-powered advice on this job and more exclusive features.Direct message the job poster from deVere GroupHead of Global Recruitment at deVere GroupTHIS IS AN OVERSEAS POSITION WITH DEVERE SPAIN IN OUR MARBELLA OFFICE. YOU MUST BE WILLING TO RELOCATE TO MARBELLA FOR THIS ROLE.Your Path to a Global Career in Financial Advisory Starts HereImagine living and...
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Licensed Financial Advisor
4 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...