Financial Services Expert
4 days ago
We are seeking a highly skilled Financial Services Expert to join our team in Dublin. As a key member of our investment management firm, you will be responsible for establishing new business relationships and managing the conversion of prospective leads into valued clients.
Key Responsibilities- Develop trusted relationships with existing and new clients through effective communication and stakeholder management.
- Generate high volumes of new business development by identifying and converting prospective leads into loyal clients.
- Elevate and manage the firm's sales/client acquisition strategy, improving the client experience at every touchpoint.
- Travel to meet with new prospect clients as needed, working towards monthly and yearly targets related to new client acquisition.
- Minimum 5 years of relevant client acquisition experience within financial services.
- Strong networker with expertise in stakeholder management and people leadership.
- A proven track record of entrepreneurial mindset: operating with the mindset of a business owner, executing opportunities proactively.
- QFA qualification and minimum competency criteria as set out in the Minimum Competency Code of the Central Bank of Ireland.
-
Financial Services Expert
23 hours ago
Dublin, Dublin City, Ireland Prosperous Financial Full timeAbout UsProsperous Financial is a leading provider of financial planning services. We offer a dynamic and supportive environment where you can grow your career.Your RoleAs a Senior Certified Financial Planner, you will be responsible for managing the client journey, providing expert advice, and maintaining strong relationships.What We OfferCompetitive...
-
Financial Expert
7 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.
-
Financial Planning Expert
5 days ago
Dublin, Dublin City, Ireland Prosperous Financial Full timeJoin 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...
-
Financial Services Expert
5 days ago
Dublin, Dublin City, Ireland FxPro Financial Services Ltd Full timeOverview of FxPro Financial Services LtdFxPro boasts a dynamic workplace with a diverse workforce of over 500 employees representing 40 nationalities.The Customer Support Officer responsibilities include responding to customer inquiries, troubleshooting and resolving issues, and collaborating with cross-functional teams.Main Tasks:Handle incoming customer...
-
Financial Services Specialist
5 days ago
Dublin, Dublin City, Ireland Prosperous Financial Full timeWe are seeking a highly skilled Senior Financial Planner to join our team at Prosperous Financial.The ideal candidate will have a strong understanding of financial services and be able to create comprehensive financial plans that meet the needs of our clients.Key responsibilities include:Managing client relationships and providing expert advice on financial...
-
Financial Services Manager
12 hours ago
Dublin, Dublin City, Ireland Prosperous Financial Planning Full timeAbout Prosperous FinancialWe are a leading financial services provider dedicated to helping our clients achieve their financial goals. Our team of experts is committed to delivering tailored solutions that meet the unique needs of each individual.
-
Financial Services Coordinator
13 hours ago
Dublin, Dublin City, Ireland Cornmarket Group Financial Services Ltd Full timeCornmarket Group Financial Services Ltd is committed to delivering exceptional financial services to public servants and their families. Our team of experts has a deep understanding of the public sector's unique needs and offers a comprehensive range of financial products and services.About the Role:We are seeking a highly skilled Pension Administrator to...
-
Financial Services Expert
3 days ago
Dublin, Dublin City, Ireland Irish Life Group Services Limited Full timeOpportunity Summary:We are seeking an experienced Financial Services Expert to join our team as a Paraplanner (3 Days Left). This is an exciting opportunity to support the delivery of quality financial advice to our customers and grow your career in a rewarding environment.About the Job:Work closely with CFP Advisers to develop and implement financial...
-
Financial Planning Expert
6 days ago
Dublin, Dublin City, Ireland Prosperous Financial Planning Full timeAbout Us:At Prosperous Financial Planning, we're passionate about helping individuals achieve their financial goals. With a strong focus on client-centric service, we deliver personalized advice and solutions that make a real difference in people's lives.Your Role:We're looking for a seasoned Financial Planning Expert to join our team. As a trusted advisor,...
-
Financial Planning Expert
13 hours ago
Dublin, Dublin City, Ireland Prosperous Financial Planning Full timeAbout UsAt Prosperous Financial Planning, we are committed to delivering expert financial advice and solutions to our clients. As a Qualified Financial Advisor (QFA), you will play a key role in ensuring our clients receive the highest level of service.Your Key ResponsibilitiesManage the client journey for both new and existing clients, providing tailored...
-
Financial Services Manager
13 hours ago
Dublin, Dublin City, Ireland Prosperous Financial Planning Full timeOur BenefitsWe offer a range of benefits to support your career development and well-being, including:A competitive remuneration package, including an attractive commission structure and hybrid working model.25 days annual leave, plus employer pension contributions up to 10% and income protection/death in service benefits.Ongoing training and development...
-
Financial Advisor
7 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...
-
Financial Planning Specialist
2 days ago
Dublin, Dublin City, Ireland Unio Financial Services Ltd Full timeAt Unio Financial Services Ltd, we take pride in being a trusted partner for individuals and businesses seeking expert Wealth Management guidance. Our experienced team, covering Dublin, Cork, and Limerick, delivers bespoke solutions for clients across various sectors.With a proven track record in private wealth management and employee benefit consultancy, we...
-
Financial Services Relationship Executive
4 days ago
Dublin, Dublin City, Ireland Erm Financial Services Full timeJob RequirementsErm Financial Services seeks a highly motivated and experienced professional to fill the position of Commercial Insurance Business Developer. As a key member of our team, you will be responsible for identifying business opportunities, developing and implementing sales strategies, and building strong relationships with clients and...
-
Financial Planner
1 day ago
Dublin, Dublin City, Ireland Prosperous Financial Full timeProsperous 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 journey, to support them in achieving their financial goals.The individual we are...
-
Financial Services Professional
3 days ago
Dublin, Dublin City, Ireland Fire Financial Services Limited Full timeThe Opportunity:Fire Financial Services Limited is a dynamic and growing company, with a strong presence in the payments sector. We offer a unique opportunity for a highly motivated and experienced Business Development Executive to join our team in Dublin and contribute to our continued growth and success.As a key member of our sales team, you will have the...
-
Financial Services Expert
5 days ago
Dublin, Dublin City, Ireland Darwin Hawkins Full timeJob DescriptionWe are seeking a highly skilled Financial Services Expert to join our team at Darwin Hawkins. The successful candidate will be responsible for preparing quarterly management accounts, balance sheet reconciliations, year-end accounts, and liaising with auditors.This role requires strong analytical and communication skills, with the ability to...
-
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...
-
Financial Services Expert
7 days ago
Dublin, Dublin City, Ireland Robert Walters Ireland Full timeRobert Walters Ireland, a leading Wealth Management Company, is seeking an experienced Financial Advisor to join their team.Salary: 50,000 Euro to 60,000 EuroKey Responsibilities:Clients will be met with to discuss their financial aspirations, needs and objectives, including risk profiling.A comprehensive plan will be created to help clients achieve their...
-
Business Transformation Expert
5 days ago
Dublin, Dublin City, Ireland Ntt Data Services Full timeWe are seeking an exceptional Business Transformation Expert to join our Financial Services Advisory Practice.This individual will work on a wide range of projects, responsible for the successful planning, execution, monitoring, control and closure and delivery for our Banking partners.The role requires experience in digital transformation and strategic...