Financial Planning Specialist

Job Title: Senior Financial Planner Reporting to: Premier Manager Department: Planning Prosperous Financial has an exciting opportunity for an ambitious, highly proactive Senior Certified Financial Planner (CFP) to join our team at Prosperous Financial. We have a client centric approach which involves you guiding the client along the path of their financial...

Job Title: Senior Financial PlannerReporting to: Premier & Choice ManagerDepartment: PlanningProsperous Financial has an exciting opportunity for an ambitious, highly proactive Senior Certified Financial Planner (CFP) to join our team at Prosperous Financial.We have a client centric approach which involves you guiding the client along the path of their...

Job 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...

Abrivia's Employee Benefits division is expanding, creating an exciting opportunity for a Financial Planning Specialist to join their growing team. The firm is known for its independent approach, prioritizing client needs in decision-making processes.As a Financial Planning Specialist, you will provide specialist financial advice to individuals, focusing on...

Job 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...

About the Role:As a Financial Planning Specialist with AIB, you will have the opportunity to join a nationwide network of 120 advisors across our branch network. This role requires strong relationships with customers and stakeholders to generate referrals and convert them into meetings.The ideal candidate will have a strong understanding of all Financial...

**Job Description for Senior Financial Planning Specialist at Claran Consultants Ltd**Career Overview:We are seeking a highly skilled Senior Financial Planning Specialist to join our team at Claran Consultants Ltd. As a key member of our financial operations department, you will play a vital role in driving business growth and success.Key...

GKR Search & Selection is seeking a highly skilled Financial Planning Specialist to join our client's team in Dublin. As a Financial Planning Specialist, you will play a critical role in supporting financial planning, valuation processes, and commercial decision-making. This is a unique opportunity to work with a high-performing team in the aviation...

Pilgrim's Europe is a leading food company producing iconic brands in the UK and Ireland. We're looking for a Financial Planning Specialist to join our team.The successful candidate will drive revenue growth and margin improvement initiatives with our Commercial Team, identifying opportunities through insightful analysis of market and business information....

We are seeking a skilled Senior Financial Planning Specialist to join our team at Aon Hewitt. As a key member of our financial planning team, you will work closely with clients to understand their unique financial needs and goals.With your expertise in consultative financial planning, you will help individuals make informed decisions about their retirement...

Job OverviewAt Metis Ireland, we are committed to providing world-class financial planning services to our clients. As a Private Client Manager, you will play a crucial role in helping our clients achieve their financial goals and aspirations.Key ResponsibilitiesFoster and nurture new and existing client relationships to provide exceptional financial...

Company OverviewWalfrid Private is a Wealth Management firm based in Dublin.We provide tailored financial solutions to Irish Company Directors, Business Owners, and Entrepreneurs, assisting them in reducing costs, taxes, and improving both business and personal financial performance.Role OverviewDue to our continued growth and scale-up, we are seeking...

Financial Planning Consultant About the Role: A leading firm is expanding its Employee Benefits division, creating an exciting opportunity for a Financial Planning Consultant to join their growing team. They are known for their independent approach, placing client needs at the centre of their decision-making, with a collaborative and client-focused culture,...

About the RoleThis is an exciting opportunity to work with a successful financial advisory organisation as a Financial Planning Administrator. In this role, you will have the chance to work closely with our expert team of Financial Advisors and support them in their daily tasks.Key Responsibilities:Prepare New Business proposals by gathering client...

About usFrom day one, you'll notice there is something special about working at Davy. Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland's future business leaders. Our culture is shaped around three values, which are at the heart of everything we do: client success, one Davy, and...

About The JobWe are seeking an experienced Financial Advisor to join our established team at The Panel Group. As a Financial Advisor, you will be responsible for meeting with new clients and guiding them through the financial planning process.Your ResponsibilitiesMeet with new clients to identify their needs and opportunities for new business.Conduct annual...

Job Description:An exciting opportunity has arisen for a skilled finance professional to join our dynamic team as a financial planning and analysis specialist in the aircraft leasing sector. This role will play a key part in financial planning, valuation, and strategic decision-making, working closely with internal stakeholders to support commercial and...

We are seeking a skilled Wealth Planning Specialist to join our team at Axiom Consultants. The successful candidate will be responsible for preparing client plans and managing financial planning engagements.Key ResponsibilitiesPrepare client plans, inputting and modelling data in the Voyant system to develop cashflow models and net worth projections.Manage...

Director at FK International - Specialists in Financial Search & SelectionJob Summary:FK International is partnering with a leading mid-market Private Equity Investor to hire an Investment Analyst for its growing team of investment professionals. The ideal candidate will possess strong analytical skills, excellent communication abilities, and a keen...

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,...