Senior Pension and Investment Specialist
3 days ago
A recently qualified Financial Planning Advisor is required to fulfill a key role in our financial planning and advice division. This presents an excellent opportunity for the successful candidate to make a valuable contribution to our business.
Responsibilities:- Meeting with clients to assess their needs
- Providing informed advice to clients on life and pensions matters
- Assessing the needs of existing clients and presenting relevant solutions
- Exploring new product options and maintaining relationships with pension and investment providers
- Supporting compliance matters such as anti-money laundering and engagement protocols
- Reconciling monthly commissions accurately
- QFA qualification or part-qualification
- Strong technical knowledge of Life & Pensions products
- Excellent written and verbal communication skills
- Proficiency in Microsoft Office, particularly Word, Excel, and Outlook
The ideal candidate will possess a solid understanding of Pensions, Investments, Regulation, and Financial Planning principles. Strong interpersonal and communication skills are essential, as well as the ability to work collaboratively within a team environment. Ongoing training and education opportunities are available, including support for further relevant qualifications through grants and study leave.
-
Investment Professional
3 days ago
Dublin, Dublin City, Ireland beBeeFinancial Full time €40,000 - €70,000Job TitleAssistant Financial Advisor | Investments & Pensions | Dublin (Hybrid) | PermanentA fast-growing, award-winning financial services firm in Dublin is seeking an Assistant Financial Advisor to join its expanding team. This is a newly created role driven by continued business growth and offers a fantastic opportunity to develop within a collaborative...
-
Senior Investment Management Specialist
3 weeks ago
Dublin, Dublin City, Ireland Marsh & McLennan Companies, Inc. Full timeSocial network you want to login/join with:Senior Investment Management Specialist, Dublincol-narrow-leftClient:Location:Dublin, IrelandJob Category:Other-EU work permit required:Yescol-narrow-rightJob Reference:e227bcae12b7Job Views:11Posted:18.08.2025Expiry Date:02.10.2025col-wideJob Description:Senior Investment Management SpecialistMercerDescription:We...
-
Pensions and Investment Manager
7 days ago
Dublin, Dublin City, Ireland beBeeCustomer Full timeJob Title:Pensions and Investments ManagerAbout the Role:Our organization is seeking a highly skilled Pensions and Investments Manager to join our team. This role will be responsible for providing excellent customer service to customers and intermediaries, processing customer requests and administration accurately, and building rapport with clients.The ideal...
-
Senior Investment Management Specialist
3 weeks ago
Dublin, Dublin City, Ireland Ie009 Mercer Global Investments Europe Limited Full timeSocial network you want to login/join with:Senior Investment Management Specialist, Dublincol-narrow-leftClient:IE009 Mercer Global Investments Europe LimitedLocation:Dublin, IrelandJob Category:Other-EU work permit required:Yescol-narrow-rightJob Reference:96f3401766fdJob Views:4Posted:24.07.2025Expiry Date:07.09.2025col-wideJob Description:Description:What...
-
Senior Investment Management Specialist
3 weeks ago
Dublin, Dublin City, Ireland Mercer Full timeJoin to apply for theSenior Investment Management Specialistrole atMercer1 day ago Be among the first 25 applicantsJoin to apply for theSenior Investment Management Specialistrole atMercerWhat you can expect:We are seeking a talented Senior Investment Management Specialist to join our growing business and play a pivotal role within the team to advise on...
-
Investment Oversight Analyst
3 weeks ago
Dublin, Dublin City, Ireland Insight Investment Full timeGet AI-powered advice on this job and more exclusive features.Direct message the job poster from Insight InvestmentInsight Investment is looking for an Investment Oversight Analyst to join the Insight Europe team in Dublin.The Investment Oversight Analyst will work within Insight Europe's Investment Management Oversight team.The team works closely with...
-
Investment Oversight Analyst
4 weeks ago
Dublin, Dublin City, Ireland Insight Investment Full timeGet AI-powered advice on this job and more exclusive features.Direct message the job poster from Insight InvestmentInsight Investment is looking for an Investment Oversight Analyst to join the Insight Europe team in Dublin. The Investment Oversight Analyst will work within Insight Europe's Investment Management Oversight team. The team works closely with...
-
Senior Investment Management Specialist
3 weeks ago
Dublin, Dublin City, Ireland Mercer Full timeSenior Investment Management Specialist - European Private Markets – LondonJoin to apply for the Senior Investment Management Specialist - European Private Markets – London role at MercerSenior Investment Management Specialist - European Private Markets – London2 days ago Be among the first 25 applicantsJoin to apply for the Senior Investment...
-
Senior Investment Management Specialist
6 days ago
Dublin, Dublin City, Ireland Mercer Full timeSenior Investment Management Specialist - European Private Markets – LondonJoin to apply for the Senior Investment Management Specialist - European Private Markets – London role at MercerSenior Investment Management Specialist - European Private Markets – London2 days ago Be among the first 25 applicantsJoin to apply for the Senior Investment...
-
Pensions Law Specialist
6 days ago
Dublin, Dublin City, Ireland beBeePensionLaw Full time €80,000 - €120,000Pensions Law Specialists are in high demand due to the complexity and uniqueness of pension schemes. We require a highly skilled individual with expertise in pensions law to join our team in Dublin.About the RoleThe ideal candidate will have at least 6 months experience in pensions law, allowing them to advise on a full spectrum of pension matters, including...
