Wealth Planning Specialist

A 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...

Abrivia's Employee Benefits division is expanding, creating an exciting opportunity for a Financial Planning Specialist to join their growing team. The firm is known for its independent approach, prioritizing client needs in decision-making processes.As a Financial Planning Specialist, you will provide specialist financial advice to individuals, focusing on...

About 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,...

Wealth Management Opportunity:AIB is seeking a highly motivated Financial Planning Specialist to join our team. As a key player in our Customer Financial Planning division, you will have the opportunity to work with a large and growing team of advisors.The successful candidate will have a deep understanding of Financial Planning products and a proven track...

Wealth 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...

About Us:Wallace Myers International, a leading Wealth Management Company, is seeking an ambitious Financial Planner to join their dynamic team.This is an exceptional opportunity for professionals who are passionate about delivering high-quality financial outcomes for clients.In this role, you will have the chance to take control of your career while playing...

About GoodbodyGoodbody is a leading financial services firm, committed to serving and growing client relationships for 150 years. We are a full service, investment-led business offering wealth management, asset management, investment banking and private equity services. Our staff of over 400 work in offices across Dublin, London, Cork and Galway. We're proud...

Company OverviewWe are Prosperous Financial Planning, a leading provider of holistic financial solutions. Our mission is to empower individuals and families to achieve their long-term financial goals.

We are currently working with a leading Wealth Management firm who are looking to add a Senior Wealth Executive to their team. Role Duties include:  Responsible for management of the investment and planning needs of our clients Build and foster key relationships with clients or the firms partners' in relation to client propositions and investment planning ...

The 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...

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,...

Join Our Team:We're seeking an experienced Chief Wealth Strategist to lead our financial planning team. As a senior advisor, you'll be responsible for developing and implementing comprehensive wealth strategies that meet the evolving needs of our clients. Your expertise will help us deliver exceptional service and results-driven outcomes.Key...

Financial Planning Consultant About the Role: A leading firm is expanding its Employee Benefits division, creating an exciting opportunity for a Financial Planning Consultant to join their growing team. They are known for their independent approach, placing client needs at the centre of their decision-making, with a collaborative and client-focused culture,...

Get 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...

We are currently working with a leading Wealth Management firm who are looking to add a Senior Wealth Executive to their team. Role Duties include: Responsible for management of the investment and planning needs of our clients.Build and foster key relationships with clients or the firm's partners in relation to client propositions and investment planning.A...

Job Overview:An exciting opportunity has arisen for an Administrative Support Specialist to join our Wealth Management division.In this role, you will provide general administrative support to a team of Associate Directors and Senior Private Client Advisers.You will act as the first point of contact for clients, dealing promptly and efficiently with their...

The 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,...

We 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...

About the Company: Working with Axiom Consultants, our client is looking to recruit three Senior Wealth Consultants, two in Dublin and the other in Galway. Your role involves direct communication with clients and external providers to clarify details for financial plans, identify opportunities, and contribute to client meetings through the presentation of...

Rewards 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...