
Expert Financial Planner Opportunity
4 days ago
A leading firm is seeking an accomplished financial planner to deliver expert advice on pensions, investments, and wealth management.
About the Role
The ideal candidate will possess a deep understanding of financial products and exceptional relationship management skills, with a client-first mindset focused on delivering outstanding solutions.
Key Responsibilities:
- Provide in-depth financial planning guidance to individual clients.
- Build and manage a strong portfolio of clients.
- Support corporate client services.
- Achieve commercial and financial targets.
- Mentor junior team members.
Requirements:
- CFP qualified or working towards certification.
- Minimum 3 years in individual financial planning.
- Proficiency in financial, pension, and investment products.
- Exceptional interpersonal skills for building long-term client relationships.
- A client-centric approach to delivering top-notch financial solutions.
- A collaborative work ethic, willing to support junior colleagues.
Why Choose This Opportunity?
This role offers a dynamic work environment, opportunities for growth and development, and a chance to make a real impact in financial planning.
-
Financial Planner
4 days 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...
-
Expert Financial Planner
1 week ago
Dublin, Dublin City, Ireland beBeeFinancial Full time €60,000 - €80,000Senior Financial Advisor Job DescriptionRole OverviewWe are seeking a highly motivated and experienced Senior Financial Advisor to join our team. As a key member of the financial planning and wealth management team, you will be responsible for providing expert financial advice to clients and helping them achieve their financial goals.Key responsibilities...
-
Strategic Financial Planner
13 hours ago
Dublin, Dublin City, Ireland beBeeAnalysis Full time €90,000 - €120,000Financial Planning and AnalysisThe role of a Strategic Financial Planner involves providing expert financial analysis and strategic recommendations to support business growth and decision-making. This includes developing comprehensive financial models and forecasts to inform business strategy, analyzing complex financial data to identify trends,...
-
Financial Planner Assistant
1 day ago
Dublin, Dublin City, Ireland beBeeParaplanner Full time €45,000 - €60,000Job SummaryWe are seeking a highly skilled Paraplanner to join our team. The ideal candidate will have strong financial planning skills, excellent communication abilities, and a passion for delivering exceptional client service.The successful candidate will be responsible for assisting financial planners in formulating and documenting financial plans for...
-
Strategic Financial Solutions Expert
1 week ago
Dublin, Dublin City, Ireland beBeePlanning Full time €60,000 - €80,000Senior Certified Financial Planner RoleWe are seeking an experienced Senior Certified Financial Planner to join our team. As a key member of our financial planning department, you will play a critical role in empowering individuals and households to make confident, informed financial decisions.About UsOur approach blends expert advice with personalized...
-
Expert Financial Planner
3 days ago
Dublin, Dublin City, Ireland beBeeFinancialPlanning Full time €55,000 - €75,000Financial Planning ExpertWe're seeking a seasoned professional to join our wealth and financial planning team as a Financial Planning Expert. As a key member of the team, you will be responsible for providing expert advice to clients and helping them achieve their financial goals.Key ResponsibilitiesProvide personalized financial planning services to...
-
Expert Financial Planner
3 days ago
Dublin, Dublin City, Ireland beBeeFinancialPlanning Full time €50,000 - €55,000Financial Planning ConsultantThis role is designed to deliver expert financial planning advice to individuals, focusing on retirement planning and overall financial wellbeing. The successful candidate will develop a strong portfolio of clients and support the delivery of member services into corporate environments.About the RoleThe primary objective of this...
-
Expert Financial Planner
1 day ago
Dublin, Dublin City, Ireland beBeeFinance Full time €90,000 - €120,000Financial Planning ExpertThe Role Overview:This role is centered around providing transparency and supporting the Finance Business Partner in creating relevant business insights. This includes identifying opportunities, financial risks, and ensuring reliable execution of monthly/quarterly/yearly controlling tasks.Key Responsibilities:Support the Finance...
-
Expert Financial Planner Opportunity
2 days ago
Dublin, Dublin City, Ireland beBeeFinance Full time €90,000 - €120,000Financial Analyst II RoleWe are seeking a skilled Financial Analyst to play a key role in advanced financial planning, analysis, and decision-making processes.This role will involve conducting detailed financial analysis, developing complex financial models, and collaborating with cross-functional teams to monitor and report on key financial and operational...
-
Expert Financial Planning Manager
2 weeks ago
Dublin, Dublin City, Ireland beBeeFinancialPlanningManager Full time €80,000 - €120,000Job TitleA highly skilled Financial Planning Manager is required to lead and develop a team of Private Client Consultants, providing expert financial planning services and driving business growth.Key Responsibilities:- Lead and mentor a high-performing team of Private Client Consultants- Develop and implement best practices for financial planning and...