Senior Financial Consultant

4 days ago

Dublin, Dublin City, Ireland Permanent TSB Full time

PTSB is one of Ireland's leading retail and SME banks, with an innovative range of products and services powered through an evolving digital landscape, our focus is centred on ensuring we deliver what our customers, colleagues and communities need to be successful. The purpose of this role will involve seeking out new business opportunities and growing new customer acquisition, whilst maintaining key customer relationships in a compliant manner. You are expected to identify & present a range of products to a portfolio of external customers to meet their needs. You will work in collaboration with the territory and support with Territory Sales training, coaching and developing the skills of your colleagues in the territory, and provide Affinity Scheme relationship management. The majority of your time will be spent covering agreed territories and you will represent the `face? of the organisation promoting services and will work together with the Territory Team to enhance our customer experience and develop the Teams capabilities through our Omni-Channel model. Responsibilities: Agree, implement and review an annual compliant sales, service and activity plan, to plan workflow and ensure targets are achievable. Ensure the Capability Model is planned in advance and optimised daily, to maximise efficiency. Responsible for generating leads as well as following up on referrals as required, growing the number of new customers. Develop and manage an agreed portfolio of introducers, to maintain customer relationships and to increase revenue. Improve customer experience for new and existing customers, to lead to an increase of uptake on products and long-term customer retention and growth. Requirements: Full Valid Driver's Licence. Full QFA with up-to-date CPD hours for the relevant CPD years. Full knowledge and understanding of all policies and procedures and regulatory controls relating to the business. Awareness of competitors and market activity in retail financial services. Have a number of years? proven compliant experience in retail finance sales and service. This is a Permanent position based in Dublin Region (Dublin, Kildare, Wicklow) Is this you? Please apply online on our website or via the apply link of this role. Your application will be sent through to our Talent Acquisition team and they will be in touch regarding your application. We reserve the right to draw up a shortlist for interview. The Bank understands the importance of a consistent and relentless focus on championing diversity and inclusion. We aim to attract, recruit, and retain individuals with diverse backgrounds, skills, competencies and abilities to work collaboratively to enhance the service we provide to all of our customers and the communities we serve.

  • Financial Consultant

    2 weeks ago

    Dublin, Dublin City, Ireland Cornmarket Group Financial Services Ltd. Full time

    Who We AreAt 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 PurposeWe are currently...

  • Senior Financial Planner

    4 days ago

    Dublin, Dublin City, Ireland Prosperous Financial Full time

    Prosperous Financial has an exciting opportunity for an ambitious, highly proactive 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 financial journey, to support them in achieving their financial goals. The individual we are seeking...

  • Financial Planning Expert

    4 days ago

    Dublin, Dublin City, Ireland Prosperous Financial Full time

    Join our esteemed team at Prosperous Financial and become a key player in shaping the future of financial services.We require a seasoned Senior Financial Planner who can provide expert guidance to clients and contribute to the success of our organization.Main accountabilities and responsibilities:Design and implement bespoke financial solutions tailored to...

  • Senior Financial Planner

    3 weeks ago

    Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

    Job Title: Senior Financial Planner Reporting to: Premier 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 financial...

  • Senior Financial Planner

    5 days ago

    Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

    Job Title: Senior Financial Planner Reporting to: Premier 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 financial...

  • Financial Advisor

    5 days ago

    Dublin, Dublin City, Ireland Prosperous Financial Full time

    Direct 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...

  • Senior Financial Planner

    2 weeks ago

    Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

    Job Title: Senior Financial PlannerReporting to: Premier & Choice ManagerDepartment: PlanningProsperous 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...

  • Senior Financial Reporting Specialist

    1 day ago

    Dublin, Dublin City, Ireland Strata Financial Full time

    We are seeking a skilled and experienced Senior Financial Reporting Specialist to join our team at Strata Financial. In this role, you will be responsible for preparing and reporting on the firm's management and annual accounts using existing software packages. You will also prepare and run payroll for the firm, pension records, and employee data, and...

  • Senior Financial Advisor

    5 days ago

    Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

    Job 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...

  • Senior Consultant

    7 days ago

    Dublin, Dublin City, Ireland Broadgate Full time

    We're looking for a seasoned Senior Consultant - Financial Services to join our team at Broadgate. As a key member of our team, you'll be responsible for leading complex integration projects.About the JobDeveloping and executing comprehensive integration plans.Conducting system analysis and design to ensure seamless integration.Collaborating with...

  • Senior Financial Services Consultant

    5 days ago

    Dublin, Dublin City, Ireland Clarity Search Partners Full time

    As a Strategic Financial Advisory Lead at Clarity Search Partners, you will have the opportunity to work with a globally recognized company that boasts an extensive network of over 68,000 personnel across more than one hundred countries.Our client, based in Ireland, maintains a significant presence in multiple office locations, serving nearly 3,000...

  • Senior Financial Advisor

    2 weeks ago

    Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

    Job 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...

  • Senior Financial Transformation Consultant

    3 days ago

    Dublin, Dublin City, Ireland Deloitte Ireland LLP Full time

    We're seeking a qualified accountant with ACA, CIMA or other accounting qualification, and a strong academic record to join our team as a Senior Financial Transformation Consultant.About YouYou'll have strong and recent experience of finance transformation projects and programmes, including Finance Operating Model Design, Finance process design (e.g. R2R,...

  • Senior Financial Planning Consultant

    2 weeks ago

    Dublin, Dublin City, Ireland Axiom Consultants Full time

    About the Job: Working with Axiom Consultants, our client is looking for 3 x Senior Financial Planning Consultants to join their experienced Financial Planning Team. The successful candidates will be servicing existing client books in Dublin and Limerick. You will be providing advice to individual clients on Retirement Planning, Investments and all areas of...

  • Network Data and Security Engineer

    4 weeks ago

    Dublin, Dublin City, Ireland Starcom Consultant Full time

    We are looking for a highly skilled and motivated Network Security Engineer to join our team. The ideal candidate will have a deep understanding of networking principles, along with strong diagnostic skills and the ability to troubleshoot complex traffic flows. This individual will be responsible for the configuration, management, and ongoing support of...

  • Strata Financial Senior Management Accountant

    3 days ago

    Dublin, Dublin City, Ireland Strata Financial Full time

    Strata Financial Career OpportunityWe are seeking a highly skilled and motivated individual to join our team as a Senior Financial Accountant.The Role: Preparing and reporting on the firm's management and annual accounts using existing software packages. Preparing and running payroll for the firm pension records and employee Managing all banking and creditor...

  • Financial Services Business Consulting Senior Manager

    5 days ago

    Dublin, Dublin City, Ireland The Panel Full time

    Financial Services Business Consulting Senior Manager - Global EntityThe Panel is currently engaged to source a Financial Services Business Consulting Senior Manager on behalf of an established highly reputable global Financial Services entity.In this role, you will work closely with multiple financial services clients to reimagine and redesign the inner...

  • Senior Financial Services Tax Consultant

    6 days ago

    Dublin, Dublin City, Ireland Director File Full time

    Senior Financial Services Tax Consultant NeededWe are seeking a seasoned Financial Services Tax Director to join our team. This role will involve providing expert financial services tax advice to clients, managing multiple projects, and driving business growth through strategic planning and execution.Accountabilities- Develop and maintain strong...

  • Senior Consultant

    4 weeks ago

    Dublin, Dublin City, Ireland Delta Capita Group Full time

    Title: Senior ConsultantLocation: Sandyford, Dublin18 / Pembroke Hall, Dublin 2Employment: Permanent / Fixed Term Contract, Hybrid (1-3 days on-site)Role SummaryThis is a fantastic opportunity to join our fast-growing Consulting Business working with some of the world's leading financial institutions.As a Senior Consultant, the successful candidate will work...

  • Senior Consultant

    4 weeks ago

    Dublin, Dublin City, Ireland Delta Capita Group Full time

    Title: Senior ConsultantLocation: Sandyford, Dublin18 / Pembroke Hall, Dublin 2Employment: Permanent / Fixed Term Contract, Hybrid (1-3 days on-site)Role SummaryThis is a fantastic opportunity to join our fast-growing Consulting Business working with some of the world's leading financial institutions.As a Senior Consultant, the successful candidate will work...