Senior Financial Advisor

5 days ago

Dublin, Dublin City, Ireland beBeeFinancial Full time €50,000 - €75,000
Financial Services Professional Opportunity

This is a dynamic role that offers flexibility in working both remotely and from our Dublin or Cork office.

We are seeking a skilled Financial Services Professional to join our team of financial planners, providing quality customized support to meet client needs.

Main Responsibilities:
  • Assisting the financial planner in formulating and documenting financial plans for clients from provided information and instructions
  • Developing the ability to identify and document a range of strategies in a compliant, personalized, and tailored format
  • Supporting financial planners in annual review processes for clients
  • Attending client meetings with the financial planner on and off-site across Ireland
  • Critically analyzing information received from planners and clients alike
  • Researching and analyzing investment funds, insurance products, and tax legislation as required
  • Aiding in client onboarding processes
  • Assisting in projects and operational duties aligned with the Financial Planning team
  • Providing professional services to a portfolio of external and internal clients
  • Building strong relationships with each client and insurer within the market

The ideal candidate will possess a QFA qualification, be on the path to CFP certification, or have a desire to work towards it. Previous experience dealing with clients in a financial services environment is preferred.

We offer a comprehensive benefits package, foster a diverse workforce, and provide an agile, inclusive environment that allows you to manage your well-being and work-life balance.

  • Senior Financial Advisor

    3 weeks ago

    Dublin, Dublin City, Ireland Prosperous Financial Planning Limited Full time

    Reporting to: Head Of Financial PlanningDepartment: PlanningAbout Prosperous FinancialAt Prosperous Financial, we empower individuals and households to make confident, informed financial decisions. Our client-first approach blends expert advice with personalised planning across pensions, investments, mortgages and succession strategies. We pride ourselves on...

  • Financial Planning Advisor

    2 weeks ago

    Dublin, Dublin City, Ireland Cornmarket Group Financial Services Ltd. Full time

    OverviewFinancial Planning Advisor role at Cornmarket Group Financial Services Ltd.Role PurposeWe are looking for a Financial Planning Advisor to join our Financial Planning Support team.Cornmarket's Financial Planning Advisors are responsible for making appointments with existing and new clients using a combination of inbound and outbound calls. These...

  • Senior Financial Advisor

    2 weeks ago

    Dublin, Dublin City, Ireland Search Talent Full time

    OverviewFinancial Planners with the QFA coming from a brokerage or banking background — this role is for you. Search Talent are seeking an experienced Financial Advisor to join a growing Financial Planning & Wealth Management Team within a financial advisory firm that has a strong footprint in the Irish market. The successful candidate will work as part of...

  • Senior Financial Advisor

    1 week ago

    Dublin, Dublin City, Ireland beBeeFinancial Full time €65,000 - €75,000

    Job DescriptionWe are seeking a skilled Senior Financial Advisor to join our advisory team. As a Senior Financial Advisor, you will play a key role in supporting our Directors and Partners across various departments, working on diverse projects such as financial planning, corporate valuations, business restructuring, and more.This is an excellent opportunity...

  • Financial Planning Advisor

    3 weeks ago

    Dublin, Dublin City, Ireland Cornmarket Group Financial Services Ltd Full time

    Who We Are At Cornmarket , we look after the financial wellbeing of public servants and their families. We've been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services - from car, home, health and life insurance, to income protection, retirement planning and beyond. Role Purpose We are looking...

  • Financial Planning Advisor

    1 week ago

    Dublin, Dublin City, Ireland Cornmarket Group Financial Services Ltd. Full time

    Who We AreAt Cornmarket, we look after the financial wellbeing of public servants and their families.We've been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services – from car, home, health and life insurance, to income protection, retirement planning and beyond.Role PurposeWe are looking for a...

  • Financial Planning Advisor

    2 weeks ago

    Dublin, Dublin City, Ireland Cornmarket Group Financial Services Ltd Full time

    Who We Are At Cornmarket , we look after the financial wellbeing of public servants and their families.We've been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services - from car, home, health and life insurance, to income protection, retirement planning and beyond.Role Purpose We are looking for...

  • Financial Advisor

    2 weeks ago

    Dublin, Dublin City, Ireland PIB Group Full time

    OverviewJoin to apply for the Financial Advisor role at PIB Group.Campion Insurances Ltd part of PIB group, one of the largest insurance brokers in Ireland are pleased to share the following role within the PIB Group in Ireland. We provide our clients with solutions to all their insurance needs ranging from home and motor insurance, to complex commercial...

  • Senior Financial Advisor

    2 weeks ago

    Dublin, Dublin City, Ireland The Panel Full time

    The JobOur client, a prestigious and long established Irish financial brokerage firm, is seeking a motivated and experienced Senior Financial Advisor to join their team.Manage and nurture relationships with an existing client base while actively seeking new business opportunities.Conduct regular financial reviews with clients, providing comprehensive advice...

  • Senior Financial Advisor

    5 days ago

    Dublin, Dublin City, Ireland beBeeAdvisory Full time €120,000 - €180,000

    Lead Financial Advisory ProfessionalThe Finance and Accounting Services team is a leading service offering focused on delivering high-value relationships with clients and supporting them in the continuous development of their finance functions.As a senior advisor in the finance advisory services team, you will play a key role in driving growth by developing...