Expert Financial Advisor
3 days ago
The role of a Financial Planning Specialist at Abrivia involves providing high-quality financial advice to individuals, helping them achieve their goals through effective retirement planning, investments, and financial wellbeing strategies.
Your primary duties as a Financial Planning Specialist will include:
- Offering expert guidance on pensions, investments, and wealth management to individual clients.
- Bolstering and maintaining a robust portfolio of individual clients.
- Assisting in the provision of member services for corporate clients.
- Striving to meet and exceed commercial and financial targets.
- Mentoring and contributing to the growth and development of junior team members.
To succeed in this position, you should possess:
- CFP (Certified Financial Planner) certification or be actively pursuing it.
- A minimum of 5 years of experience in a Financial Planning Division, with a minimum of 3 years of experience in consulting.
- Detailed knowledge of financial, pension, and investment products.
- Excellent relationship-building skills, allowing for the establishment of long-lasting client relationships.
- An unwavering commitment to delivering exceptional financial outcomes for clients.
- A collaborative work ethic, with a willingness to support and guide junior colleagues.
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Financial Expert
22 hours 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.
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Financial Advisor
1 day 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...
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Senior Financial Advisor
22 hours 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...
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Senior Financial Advisor
1 week ago
Dublin, Dublin City, Ireland Prosperous Financial Planning Full timeJob Title: Senior Financial AdvisorReporting to: Premier & Choice ManagerDepartment: PlanningWe 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 ensure...
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Financial Planner
2 weeks ago
Dublin, Dublin City, Ireland Advisor Employee Services Full timeFinancial Planner Our well-established and growing financial planning firm is seeking to add a Financial Planner to our team Our firm has a proven marketing and operations system, which has allowed us to steadily increase our client base and attract additional advisors. We are a fast-paced, mission-driven company with a collaborative, dynamic work...
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Financial Planning Expert
12 hours 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,...
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Expert Financial Advisor
4 days ago
Dublin, Dublin City, Ireland TN Ireland Full timeTN Ireland is seeking a talented financial professional to fill a key role in our financial planning team. As a financial advisor, you will be responsible for managing an existing client base in Dublin and surrounding areas, providing expert guidance on retirement planning, investments, and other financial matters.Provide high-quality financial advice to...
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Financial Advisor
1 week ago
Dublin, Dublin City, Ireland Rockwell Financial Management Full timeAbout Us: Rockwell is a dynamic and industry renowned Financial Planning business based in Dublin, dedicated to providing exceptional financial planning, wealth management and employee benefit services to our clients. We are committed to excellence, integrity, and innovation in all aspects of our business. The Role We're seeking ambitious, motivated, client...
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Prosperous Financial Advisor
8 hours ago
Dublin, Dublin City, Ireland Prosperous Financial Planning Full timeJoin 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...
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Financial Advisor
1 week ago
Dublin, Dublin City, Ireland Walfrid Private Full timeAt Walfrid Private, we dont just manage wealthwe help business owners and entrepreneurs unlock financial freedom faster than they ever thought possible. Based in Ballymount, Dublin 12, we specialize in strategic financial planning that reduces costs, minimizes taxes, and maximizes long-term wealth. As we continue to grow, were looking for experienced...
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Financial Advisor
1 week ago
Dublin, Dublin City, Ireland Total Talent Full timeThis range is provided by Total Talent. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeMy client is seeking a highly motivated Financial Advisor to provide expert financial advice in Retirement Planning, Investments, Life Insurance, Serious Illness Cover, and Income Protection. The role...
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Financial Advisor
1 week ago
Dublin, Dublin City, Ireland Brokers Ireland Full timePriority Insurance & Finance Solutions is an award-winning brokerage, proudly receiving the prestigious Meath Financial Broker of the Year 2025 accreditation from the All-Ireland Business Foundation. Established in 1981, we have built a strong reputation for delivering expert financial, insurance, and mortgage solutions tailored to our clients' needs. Our...
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Financial Advisor
4 weeks ago
Dublin, Dublin City, Ireland Hunter Savage Full timeJob Title: Financial AdvisorDescription: We are hiring for our client, a prestigious brokerage firm with a rich heritage. As part of their dynamic team, you will provide expert financial advice, focusing on Retirement Planning, Investments, and Life, Serious Illness, and Income Protection Insurance. This role requires a proactive approach to business...
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Financial Advisor
1 week ago
Dublin, Dublin City, Ireland Ask Acorn Full timeJob Title: Financial AdvisorLocation: Multiple Locations in North East Counties (Remote work options available)Company Overview:Ask Acorn is a dynamic, customer-focused life insurance and financial planning company that provides comprehensive, tailored solutions to meet the needs of individuals, families, and businesses. We are committed to helping clients...
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Financial Advisor
1 week ago
Dublin, Dublin City, Ireland Hunter Savage Full timeJob Title: Financial AdvisorDescription: We are hiring for our client, a prestigious brokerage firm with a rich heritage. As part of their dynamic team, you will provide expert financial advice, focusing on Retirement Planning, Investments, and Life, Serious Illness, and Income Protection Insurance. This role requires a proactive approach to business...
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Dublin Financial Advisor Role
3 days ago
Dublin, Dublin City, Ireland Allied Irish Banks Full timeJob Overview: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 excellent communication skills and be able to build strong relationships with customers...
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Licensed Financial Advisor
5 days ago
Dublin, Dublin City, Ireland Bighornlaw Full timeAre you a Licensed Financial Advisor looking to make a real impact in people's lives? Join The Pension Group in Dublin, OH, US, where we pride ourselves on providing top-notch financial advice to clients. Our team is dedicated to helping individuals plan for a secure and prosperous future, ensuring peace of mind for all clients.At The Pension Group, you'll...
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Senior Financial Advisor
22 hours ago
Dublin, Dublin City, Ireland Trinity College Dublin Full timeTrinity College Dublin is a world-renowned institution, steeped in history and excellence. We are seeking an exceptional individual to join our team as a Senior Financial Advisor.Job Summary:This role will be responsible for providing expert financial guidance and support to the Senior Officers of the University and its budget holders. The ideal candidate...
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Financial Advisor
2 weeks ago
Dublin, Dublin City, Ireland The Panel Group Full timeFinancial Advisor Our client, a financial planning and advisory firm based in South Dublin, is currently seeking a Financial Advisor to join their established team. The Job: Meet with new clients and guide through the financial planning process Identify needs and opportunities for new business Conduct annual client reviews Managing referrals from other...
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Financial Services Expert
22 hours 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...