Financial Services Advisor
3 days ago
Axiom Consultants is a leading provider of wealth solutions to clients nationwide. We are currently seeking an experienced Financial Services Advisor to join our team.
Job DescriptionThe successful candidate will be responsible for preparing client plans, inputting and modelling data in the Voyant system to develop cashflow models and net worth projections.
- Maintenance and operation of tracking solutions used to monitor planning activity and delivery timelines.
- Management of financial planning engagements, including PMs and stakeholders agreement to produce a plan and adherence to onboarding protocols.
- Attendance at meetings and recording of all meeting notes.
The ideal candidate will have strong knowledge of financial needs analysis software and market intelligence software, as well as digital literacy skills, including proficiency in LinkedIn, MS Office and Powerpoint.
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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 Advisor
13 hours 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
9 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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Mortgage Advisor
5 days ago
Dublin, Dublin City, Ireland Dng Financial Services Ltd Full timemortgagesBrief Description of Role DNG Financial Services is looking to recruit an ambitious and self-motivated Mortgage Advisor to join our DNG Financial Services business.The ideal candidate will have 2+ years of experience in a busy Financial Services Brokerage or Retail Banking environment.Main Duties and Responsibilities Achieve mortgage business...
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Mortgage Advisor
7 days ago
Dublin, Dublin City, Ireland DNG Financial Services Ltd Full timemortgagesBrief Description of RoleDNG Financial Services is looking to recruit an ambitious and self-motivated Mortgage Advisor to join our DNG Financial Services business. The ideal candidate will have 2+ years of experience in a busy Financial Services Brokerage or Retail Banking environment.Main Duties and Responsibilities1. Achieve mortgage business...
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Financial Services Manager
2 weeks ago
Dublin, Dublin City, Ireland Prosperous Financial Planning Full timeJob Title: Financial Services Sales Manager Reporting to: Head Of Financial Planning Department: Planning Prosperous Financial has an exciting opportunity for an ambitious, highly motivated Financial Services Sales Manager, to lead our Choice service offering. The Sales Manager plays a crucial role in the organisation and will lead a team of 5 Financial...
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Financial Expert
10 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 Services Advisor
2 days ago
Dublin, Dublin City, Ireland Saol Assurance Full timeSaol Assurance is a dynamic life assurance company committed to empowering customers to take control of their financial well-being.We're seeking a skilled Paraplanner to join our team and contribute to our mission.As a Paraplanner, you'll be responsible for providing technical research services and preparing high-quality client advice reports.Your role will...
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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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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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Business Intelligence and Financial Advisor
8 hours ago
Dublin, Dublin City, Ireland Irish Life Group Services Limited Full timeBusiness Intelligence and Financial AdvisorThis is a unique opportunity to join our team as a Business Intelligence and Financial Advisor. As a member of our team, you will be responsible for driving business decision making using financial data, analysis and reporting.About YouThe ideal candidate will have/be:An excellent academic record - university degree...
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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 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 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 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 Wallace Myers International Full timeMy Client, a leading Wealth Management Company, is currently looking for a Financial Advisor to join their dynamic team. This is an excellent opportunity for ambitious professionals who are passionate about delivering high-quality financial outcomes for clients. In this role, you'll have the opportunity to take control of your career while playing a key role...
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Prosperous Financial Advisor
10 hours ago
Dublin, Dublin City, Ireland Prosperous Financial Full timeAbout the RoleThe successful candidate will possess expertise in investments, pensions, protection, and savings products, with excellent communication skills to interact with clients in a professional manner. Key duties include assessing and analyzing clients' financial circumstances, making recommendations, and providing solutions to meet their...
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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 Consultant
2 weeks ago
Dublin, Dublin City, Ireland Cornmarket Group Financial Services Ltd. Full timeWho 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 currently...