Financial Advisor
8 hours ago
About 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 Description: We have 3 positions available for highly skilled and motivated Qualified Financial Advisors and Certified Financial Planners to join our dynamic team. These roles involve working with our existing client bank, conducting financial reviews and identifying potential sales opportunities. You will be responsible for providing expert financial advice, creating customized financial plans, and guiding clients towards achieving their financial objectives. The ideal candidates will have a strong background in financial planning, retirement planning, investments and life insurance / protection products. Key Responsibilities: Conduct detailed financial assessments to understand clients' financial situation and goals. Develop comprehensive financial plans tailored to clients' needs, including retirement planning, investment management, tax strategies, and estate planning. Provide ongoing financial advice and support to clients, adjusting plans as necessary to meet changing circumstances and goals. Educate clients on financial matters, including market trends, investment options, and risk management. Build and maintain strong relationships with clients, ensuring high levels of satisfaction and trust. Stay up-to-date with industry regulations, market developments, and best practices. Collaborate with other financial professionals within the firm to deliver integrated financial solutions. Conduct web-based and in person meetings. Make presentations to individuals and groups. Be comfortable to work in a target driven environment. Qualifications: QFA is an absolute minimum requirement for these roles. Please do not apply for these roles if you do not have your full QFA qualification. CFP, RPA or other financial designations are a distinct advantage. Be up to date on your Continuous Professional Development. Minimum of 5 years of experience in financial planning or a related field, ideally in a broker environment or another financial institution. Strong knowledge of financial products, investment strategies and retirement planning. Excellent analytical skills and attention to detail. Outstanding communication and interpersonal skills. Ability to build and maintain long-term client relationships. Proficiency in cash flow modelling (Cash Calc / Voyant etc) an advantage. However, we will provide training if required. What We Offer: Competitive salary based on experience. Performance-based bonuses and commission. Defined Contribution Pension Scheme. Income Protection. Life Insurance. Employee Assistance Programme. Professional development opportunities including education funding up to and including CFP qualification. Modern office located in Dublin 15, close to the M50, with free parking. Fitness and Probity This is a controlled function under the Central Bank of Irelands Fitness and Probity Regime. You are expected to know and comply with the standards at all times. Skills: Sales Financial Advisor Financial Planning Wealth Management Life and Pensions financial adviser Benefits: Pension Fund Group Life Assurance Mobile Phone Laptop Paid Holidays Performance Bonus
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Senior Financial Advisor
3 days 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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Financial Advisor
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Dublin, Ireland MortgageLine Full timeAn 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...
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Financial Advisor
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Dublin, South 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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Senior Financial Advisor
3 days ago
Dublin, Ireland Wallace Myers International Full timeMy client a leading Wealth Management Company is looking for a Senior Financial Advisor to join their team. The ideal candidate will be required to provide clients with financial solutions in the areas of income protection, wealth management and financial services. Responsibilities: Engage with clients, generate leads, and provide tailored recommendations....
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Sr. Product Advisor, Workday Financials
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Dublin, Ireland Workday, Inc. Full timeSr. Product Advisor, Workday Financials Remote Type: Flex Locations: Ireland, Dublin Time Type: Full Time Posted on: Posted 6 Days Ago Job Requisition ID: JR-0092568 Your work days are brighter here. At Workday, it all began with a conversation over breakfast. When our founders met at a sunny California diner, they came up with an idea to...
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Dublin, Ireland Brokers Ireland Full timeWe are seeking a highly motivated and experienced Financial Advisor specialising in life and pensions to join our LHK Financial brokerage team. LHK Financial is part of LHK Group; is a third-generation, practitioner-led general insurance and financial planning broker in Leinster. Established in 1938, we are one of the oldest brokers on the island of Ireland...
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Dublin, Ireland SPEEDECK Full timeLife & Pension - Financial Advisor QFA (Full Time) Dublin, Ireland Description Campion Insurances Ltd part of PIB group, one of the largest insurance brokers in Ireland are pleased to share the following role within the PIB Group in Ireland based in Sandyford, Dublin. We have a role available in our Sandyford Dublin office. We are seeking to recruit an...
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Life and Pensions Administrator
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Dublin, Ireland Rockwell Financial Management Full timePosition Overview: We are seeking a diligent and detail-oriented Client Support Administrator to join our team. The ideal candidate will assist senior advisors in delivering comprehensive financial planning and wealth management services, ensuring smooth and efficient operations. Key Responsibilities: 1. Operational Support: - Coordinate and manage client...
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Financial Advisor
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Dublin, Ireland Robert Walters Ireland Full timeA top Wealth Management Company is looking for a candidate with over 2 to 3 years Financial Advisory experience to join this growing Company. Salary: 50,000 Euro to 60,000 Euro Responsibilities: 1. Carry out consultations and obtain the relevant information from individuals from both the private and public sector to gain a full understanding of their...
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Financial Advisor Dublin
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Dublin, Ireland Prestige IFA Jobs Full timeOur client, an esteemed and accolade-laden company committed to sustainability and enriching the lives and financial well-being of our clientele, seeks dedicated Investment Advisory Wealth Managers to join their journey of ongoing expansion. They offer not only the opportunity to oversee diverse portfolios but also an abundance of training, continuous...
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Dublin, Ireland Fire Financial Services Limited Full timeWorking directly for the family office, the role of Investment Analyst has broad accountability with involvement in many areas of investment (early stage & funds), private banking and payments/fintech businesses. Via the family office primary investment vehicle Payvation Limited, the role of the Investment Analyst involves working in the following areas: -...
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[Immediate Start] Financial Controller
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Dublin, Ireland Image Supply Systems Audio Visual Full timeImage Supply Systems Audio Visual is a leading audio visual and video conferencing integrator. Based in Ireland, we deliver comprehensive project services worldwide. We have over 30 years’ experience specialising in corporate, government, healthcare and third level education projects, we offer expert design and project management, innovative technology,...
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Sales Advisor
3 days ago
Dublin, Ireland Euro Car Parts Limited Full timeAs a Sales Advisor within our branches, you are pivotal to the success of the business. You will build relationships with trade customers on a regular basis both in person in the branch and over the phone, aiming to win new business and cement relationships with existing trade customers ultimately delivering on our customer promise. Why work for LKQ We are...
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Tax Advisor
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South Dublin, Ireland Link Personnel Full timeThis Tax Advisor role is with a Leading Firm based in Dublin City Centre. In this role, you will be joining a well-established tax practice group, advising leading corporations and financial institutions. The role will work directly with their International client base on tax matters. The chosen candidate will have the opportunity to be involved across a...
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Senior Client Service Advisor
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Dublin, Ireland AON Full timeSenior 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...
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Financial Advisor
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Dublin, Ireland HOMESTEAD PROPERTY MANAGEMENT SERVI 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...
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Dublin, Ireland Pontoon Solutions Full timeTreasury - Cash management - Implementation Advisor Corporate Title: Officer Location: Dublin 6 moths initially Role Description: EMEA Dedicated Large Corporate Fulfilment Team are looking for an Implementation Advisor to join our team. The team consists of Implementation Advisors who project manage client implementations end to end, across all cash...
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▷ Urgent: Graduate SHES Advisor
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▷ Apply in 3 Minutes! Financial Accountant
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Dublin, Ireland Cylynt LLC Full timeAbout Cylynt: Cylynt is a leading developer of anti-piracy and license compliance technology. We are an innovative company that has already established itself as the preferred supplier to industry-leading enterprise software companies. With comprehensive software telemetry and SaaS based business intelligence solutions, our technology allows customers to...
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Manager - Financial Services - Advisory FAAS
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Dublin, Ireland Grant Thornton Ireland Full timeManager - Financial Services - Advisory FAAS Apply locations Dublin time type Full time posted on Posted 30+ Days Ago job requisition id JR7224 We are Grant Thornton. We go beyond business as usual, so you can too. Grant Thornton Ireland (GT) has over 3,000 people in 10 offices across Ireland, The Isle of Man, Gibraltar, and Bermuda, with a presence in...