Pension and Investment Advisor

Key Responsibilities:Full financial reviews and advice on pension, protection, investment, and savings policies.Discuss and explain all recommendations clearly to clients, addressing any questions or concerns they may have.Build and maintain lasting professional relationships with clients through regular communication and support.As a Financial Advisor with...

Financial Planning and Advisory ServicesThe Panel Group provides comprehensive financial planning and advisory services to individuals and businesses. Our team of experienced Financial Advisors works closely with clients to understand their financial goals and objectives.The Role:Meet with new clients and guide them through the financial planning process,...

Abrivia seeks a talented Pension and Investment Consultant to enhance their Employee Benefits division. As a key player in this team, you will contribute to the company's mission by offering tailored financial planning services to individuals.In this role, your key responsibilities will include:Providing bespoke financial planning advice to individual...

Fisher Investments Ireland is a leading provider of professional discretionary portfolio management services for high net worth private clients and institutions. We're seeking an Investment Strategy Advisor to join our team as an Investment Counsellor, focusing on managing relationships with high-net-worth clients in Italy from our Dublin office.About the...

The Panel GroupWe are seeking an experienced Investment Strategy Advisor to drive our wealth management initiatives forward.Role OverviewDevelop and implement comprehensive investment strategies tailored to the specific needs of our high net worth clients, ensuring optimal returns while minimizing risk.Collaborate closely with our Direct Clients team to...

Financial 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...

We have an exciting new opportunity for an Actuarial Professional to join a global consulting leader in investments as a Pensions Actuarial Consultant. This position is based in Dublin City Centre. The ideal candidate will have at least 7 years' experience working in individual pensions, life assurance or providing financial planning advice. In this role...

About the JobWe have an exciting opportunity for a skilled Senior Policy Administrator to join our Life and Pensions operation in Dublin. As a member of our dynamic team, you will play a vital role in supporting the launch of a new DC Group Pensions service.You will be responsible for administering Pensions Scheme, including Onboarding of New Employers and...

We are searching for a skilled Financial Advisor to join our client's team. As a leading Financial Services Intermediary Firm, we operate across various sectors including Life & Pensions, Wealth Management, Employee Benefits & Mortgages.The successful candidate will have a proven track record of delivering results in a fast-paced environment and excellent...

Campion Insurance, a leading insurance broker in Ireland, is seeking a skilled Financial Advisor to join our team in Sandyford, Dublin.As a Financial Advisor, you will be responsible for developing and maintaining strong relationships with clients, providing ongoing service and advice, and working to agreed targets and standards.Key Responsibilities:Identify...

Financial 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...

At 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...

Career OpportunityWe are seeking an experienced Financial Advisor to join our team at The Panel Group. This is a fantastic opportunity to work with a reputable and established firm in the financial industry.Your ResponsibilitiesMeet with new clients to identify their needs and opportunities for new business.Conduct annual client reviews to ensure optimal...

Top Wealth Management Company is looking for a candidate with 1 to 2 years Pensions & Investments experience, ideal for a candidate looking to complete the QFA.Pensions & Investments AdministratorSalary – 35,000 EuroEssential skills:1. Excellent influencing and interpersonal skills.2. Clear and confident written and verbal communication skills with the...

As a pension fund support coordinator, you will play a crucial role in supporting our team of experts who advise on pensions, investments, and inheritance planning. With over 35 years of experience, our company has established itself as a trusted advisor to Ireland's leading professionals and entrepreneurs.This permanent position is ideal for a...

Job Description SS&C Technologies seek Customer Service Advisors in our Dublin office to support and lead the clients service to SS&C's customers, by providing a high quality call service for new customer offering Group & individual Pension products based across Bermuda, Cayman Islands and the Bahamas. The contact centre will operate in accordance with the...

We are delighted to partner exclusively with an international Private Equity firm to appoint an Investment Director to its Dublin based Investment team.  THE ROLE: Build an investable transaction pipeline of direct private equity investments into energy transition businesses Develop a coordinated origination strategy based on the identified...

Priority 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...

About The JobWe are seeking a skilled Licensed Financial Advisor to join our team in Dublin, OH, US. As a key member of our team, you will play a crucial role in guiding clients toward financial stability and success.

We have partnered with an international Private Equity fund to hire an Investment Associate for its Dublin-based investment team. This exciting opportunity offers the chance to contribute to strategic investments and play a role in active asset management. Responsibilities include:Researching and analysing financial...