Wealth Management trainee
2 weeks ago
FK International are exclusively partnering with a well-capitalised challenger institution in the Wealth Management sector. This role presents an opportunity to move into a dynamic, entrepreneurial environment as the business embarks on an ambitious growth strategy. Key responsibilities will include: Developing comprehensive financial plans for clients, including retirement planning, tax strategies, estate planning and investment recommendations. Ensuring all financial plans are tailored to meet the specific needs and objectives of each client. Conducting in-depth research on investment products, market trends and financial planning strategies. Analysing client portfolios and providing recommendations based on their financial goals and risk tolerance. Providing administrative support to Financial Advisors, including scheduling client meetings, preparing meeting agendas and managing follow-up tasks. Assisting with client onboarding and account management activities. Ensuring all client interactions and financial plans comply with regulatory requirements and industry standards. Requirements for this Role Successful candidate will likely have the following background: A degree in Finance, Economics, Business or similar. A financial planning certification (e.g. QFA, APA, RPA) would be advantageous. 0-3 years experience in a paraplanning or similar role within the financial services industry. Highly organized with a keen attention to detail, excellent analytical skills and the ability to conduct detailed research and analysis. About Our Client A well-capitalised challenger institution in the Wealth Management sector. Remuneration Attractive salary and other benefits. Your application will be directed to Daniel Corbett. Not interested in this role, but know someone who might be? Refer a friend to FK International to receive a €500 voucher should we successfully place your friend. Please refer to our website for applicable Terms & Conditions. Skills: Paraplanning Financial Planning Financial Advisor Administration Relationship Building
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Trainee Wealth Manager
2 weeks ago
Dublin, Dublin City, Ireland deVere Group Full timeHead of European & International Regional Recruitment | deVere - The World's Leading Tech-Driven Wealth Creation AdvisoryThis role is office based in Porto in Portugal and will require relocation.deVere Group (dV) has great plans for expansion and wishes to continue to be at the forefront of independent advice-driven financial planning. We're searching for...
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Trainee Manager – Grocery Retail
3 weeks ago
Dublin, Dublin City, Ireland Excel Recruitment Full timeTrainee Manager – Dublin Choosing a career in Grocery Retail is a promising choice with a wealth of benefits and career progression opportunities. Retailers have increasingly recognised the importance of investing time and resources into their staff for enhanced customer service and overall business success. Salary: €32k – €36k Our client...
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Trainee Actuary Career Advancement
9 hours ago
Dublin, Dublin City, Ireland Joseph G. Byrne And Sons Consulting Actuaries Ltd Full timeAs a Trainee Actuary, you will be part of a dynamic team that provides expert services to clients across diverse areas, including actuarial consulting, expert witness testimony, investment consulting, financial planning, and wealth management.Your primary responsibilities will include assisting senior actuaries in preparing actuarial reports, undertaking...
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Wealth Manager
2 weeks ago
Dublin, Dublin City, Ireland Bank of Ireland Full timeWhat is the opportunity?The successful candidate will work as part of an industry leading wealth management provider. This role will provide career opportunities that will allow you to grow to your full potential. You will assist in driving growth and provide an enhanced customer service offering while also supporting the Bank's strategic ambitions.In this...
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Wealth Management Professional
2 days ago
Dublin, Dublin City, Ireland Wallace Myers International Full timeWealth Management OpportunitiesAt Wallace Myers International, we pride ourselves on delivering exceptional wealth management services to our clients. We are currently seeking a skilled Financial Advisor to join our team.The successful candidate will have a proven track record of providing personalized wealth management advice and building strong...
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Wealth Management Consultant
4 days ago
Dublin, Dublin City, Ireland BWD Search & Selection Full timeA leading global Private Bank is seeking an experienced Associate Private Banker to support a Senior Private Banker in managing and growing relationships with UHNW clients who are either resident in the EEA or have strong connections to the region, particularly Greece and Cyprus.About the RoleThis is an excellent opportunity to work in a dynamic and...
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Wealth Management Administrator
1 week ago
Dublin, Dublin City, Ireland Recruit UK | Certified B Corp Full timeGet AI-powered advice on this job and more exclusive features.Recruit UK | Certified B Corp provided pay rangeThis range is provided by Recruit UK | Certified B Corp. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeWealth Management AdministratorSalary: €45k + Bonus + BenefitsReference...
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Wealth Management Professional
2 days ago
Dublin, Dublin City, Ireland The Panel Group Full timeThe Panel Group invites applications for the position of Wealth Management Professional based in Dublin.This role presents an exceptional opportunity for a sales-focused individual to progress their career within a leading global wealth management firm.The Job Description:Meet with high net worth clients to discuss investment opportunities and provide...
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Wealth Strategist
4 days ago
Dublin, Dublin City, Ireland deVere Group Full timeAbout the RoleWealth Manager at deVere GroupThis exciting opportunity is for a dynamic and results-driven Wealth Manager to join our team and provide expert wealth management solutions to clients worldwide.The ideal candidate will be responsible for delivering exceptional client experiences through comprehensive financial assessments, tailored strategies,...
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Strategic Wealth Manager
2 days ago
Dublin, Dublin City, Ireland The Panel Group Full timeThe Panel Group is seeking a Strategic Wealth Manager to join their team in Dublin.This role presents an exceptional opportunity for a sales-driven professional to grow their career within a global firm.The Job:Meet with high net worth clients to discuss investment opportunities.Drive wealth management sales in Ireland.Gather new clients and assets for the...
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Wealth Management Professional
3 days ago
Dublin, Dublin City, Ireland The Panel Group Full timeThe Panel GroupWe are seeking a skilled Wealth Management Professional to lead our investment initiatives.About the PositionDevelop and execute customized investment plans that cater to the unique needs of our high net worth clients, incorporating their individual financial objectives and risk profiles.Leverage your expertise to drive business growth,...
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Wealth Management Operations Executive
1 week ago
Dublin, Dublin City, Ireland Axiom Consultants Full timeAbout the jobWealth Management Operations ExecutiveClient Support ServicesOur client is a leading name in the provision of wealth solutions to many clients nationally. A household name in the industry, they are now looking to fill the following position: Wealth Management Operations Executive, Client Support Services.Business Accountabilities:Providing...
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Wealth Manager
15 hours ago
Dublin, Dublin City, Ireland Barden Full timeBarden is delighted to be partnering with an esteemed Wealth Management Firm based in Dublin. The firm advises and supports a diverse clientele comprising over 200 individuals, families, charities, and pension funds nationwide and we are looking to identify a Private Client Portfolio Manager to embark on a career within the firm.The ambition is for a tenured...
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Supermarket Trainee Manager
3 weeks ago
Dublin, Dublin City, Ireland Excel Recruitment Full timeSupermarket Trainee Manager – Dublin North/South Excel Recruitment is excited to announce we are seeking a Supermarket Trainee Manager for their client's locations in north and south Dublin. This is an exciting opportunity for someone with a passion for retail and leadership to gain hands-on experience and develop the skills needed to excel in a...
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Wealth Management Professional
1 day ago
Dublin, Dublin City, Ireland The Panel Group Full timeWe are seeking a Wealth Management Professional to join our team at The Panel Group. In this role, you will be responsible for identifying needs and opportunities for new business and managing referrals from other clients.Key Skills and Qualifications:QFA qualifiedStrong Life & Pensions knowledgeMin 3 years direct experience in financial planningThis is an...
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Wealth Management Professional
1 day ago
Dublin, Dublin City, Ireland Wallace Myers International Full timeJob DescriptionProvide clients with financial solutions in income protection, wealth management, and financial services.Engage with clients, generate leads, and provide tailored recommendations.Offer financial advice to new and existing clients.Nurture relationships with a diverse client portfolio.Identify and develop new business opportunities through...
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Site Management Trainee
4 days ago
Dublin, Dublin City, Ireland Breedon Group Full timeJob OverviewWe are looking for an exceptional Site Management Trainee to join our team in Dublin. This role offers the opportunity to develop valuable skills and experience in site management, working closely with experienced professionals.As a Site Management Trainee, you will assist in the day-to-day management of surfacing operations and associated works,...
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Wealth Management Director
3 days ago
Dublin, Dublin City, Ireland Unio Financial Services Ltd Full timeWe are looking for a highly skilled and experienced individual to fill the position of Wealth Management Director at Unio Financial Services Ltd. In this role, you will be responsible for leading and developing our Wealth Management division, overseeing all client engagement, and delivering a unique outcome-based proposition to existing and prospective...
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Wealth Management Professional
9 hours ago
Dublin, Dublin City, Ireland Robert Walters Ireland Full timeRewards are offered for a motivated and results-driven Financial Advisor to join Robert Walters Ireland, a top Wealth Management Company.Salary: 50,000 Euro to 60,000 EuroJob Description:Mission-critical tasks include conducting consultations to understand client aspirations, needs and objectives, and obtaining relevant information from private and public...
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Trainee Management Professional
1 day ago
Dublin, Dublin City, Ireland Winemark Full timeJob DescriptionWe are seeking a highly motivated and skilled individual to join our team as a Trainee Management Professional. As a key member of our management team, you will be responsible for training and developing in a winery trainee management role with the aim of successfully integrating into the business as a full-time manager.Main...