Financial Planner

4 days ago

Cork, Cork, Ireland beBeeInvestment Full time €40,000 - €60,000

We are seeking a proactive and results-driven individual to join our team as a Financial Advisor. In this dynamic role, you will have the opportunity to utilize your exceptional customer service skills to identify client needs and provide tailored investment recommendations.

Key Responsibilities
  • Analyze client financial situations to identify areas of improvement and opportunities for growth.
  • Develop and implement comprehensive investment strategies that align with clients' goals and risk tolerance.
  • Maintain accurate and up-to-date records of client interactions and transactions.
Required Skills and Qualifications
  • 3+ years of experience in financial planning or a related field.
  • Strong knowledge of investment products and services.
  • Excellent communication and interpersonal skills.
Benefits
  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including health insurance and retirement savings plan.
  • Ongoing training and professional development opportunities.
Others
  • A collaborative and supportive work environment.
  • The opportunity to make a meaningful impact on clients' lives.

  • Business Financial Planner

    1 week ago

    Cork, Cork, Ireland beBeeFinancial Full time €40,000 - €60,000

    Job OverviewWe are seeking a detail-oriented and highly motivated Business Financial Planner to join our finance team at our Kinsale manufacturing site in Cork, Ireland.This is an exciting opportunity for individuals who want to pursue a career in financial planning and analysis, while also gaining experience in general accounting and tax...

  • Financial Planning Assistant

    6 days ago

    Cork, Cork, Ireland beBeeParaplanner Full time €45,000 - €60,000

    Job OverviewWe are seeking a qualified professional to fill the role of Financial Planner Assistant. This position requires exceptional organizational skills, attention to detail, and effective communication.The ideal candidate will have a strong understanding of financial planning principles and be able to work closely with senior planners to provide...

  • Lead Financial Strategist

    2 weeks ago

    Cork, Cork, Ireland beBeeFinancialPlanner Full time €45,000 - €75,000

    Senior Financial PlannerThis role involves utilizing advanced budgeting and forecasting skills to support business decision-making.The ideal candidate will be able to prepare comprehensive financial plans, develop complex financial models using Excel, and analyze financial information to identify trends and areas for improvement.

  • Professional Financial Planner

    2 weeks ago

    Cork, Cork, Ireland beBeeFinancialAdvisor Full time €60,000 - €80,000

    Financial Planning SpecialistWe seek a skilled Financial Planning Specialist to provide expert financial guidance to self-employed individuals in Counties Kerry and Cork.About the Role:Conduct comprehensive financial assessments for clients to identify areas for improvement and recommend suitable financial solutions.Develop tailored financial plans that...

  • Expert Financial Planner

    4 days ago

    Cork, Cork, Ireland beBeeAdvisor Full time €40,000 - €50,000

    Financial Advisor JobWe are seeking a skilled professional to provide expert financial advice to self-employed clients.This is a full-time, remote working position based in County Kerry, with additional office support offered.You will have the opportunity to work independently and manage your own caseload.Conduct comprehensive financial assessments for...

  • Expert Financial Planner

    2 weeks ago

    Cork, Cork, Ireland beBeeInvestment Full time €40,000 - €50,000

    Financial Services ProfessionalWe are seeking an experienced and skilled professional to provide expert financial advice to self-employed clients in Counties Kerry and Cork.This role involves conducting comprehensive financial assessments, developing customized financial plans, and providing ongoing financial guidance and investment management services.The...

  • Expert Financial Planner

    2 weeks ago

    Cork, Cork, Ireland beBeeFinancialAdvisor Full time €60,000 - €80,000

    Job Opportunity:We are seeking a skilled and experienced Financial Advisor to fill a full-time position in County Cork. As a key professional, you will be responsible for providing expert financial guidance to self-employed clients.Key Responsibilities:Conduct thorough financial assessments for clients to identify areas for improvement and develop customized...

  • Senior Financial Planner

    3 days ago

    Cork, Cork, Ireland beBeeFinancialManagement Full time €55,000 - €65,000

    Finance Management RoleThis role involves overseeing and coordinating all financial activities related to month-end, forecasting, and budgeting. The goal is to ensure accurate financial statements and forecasts that support the business while complying with relevant regulations.Main Responsibilities:Budget Planning and Review: Directs the preparation of...

  • Sales Support Administrator

    1 week ago

    Cork, Cork, Ireland SYS Financial Limited Full time

    About SYS Financial: SYS Financial is a dynamic and fast-growing financial planning firm committed to safeguarding the financial wellbeing of our clients. With a team of over 70 dedicated professionals, we provide expert guidance and bespoke solutions across a wide range of services, including Savings and Investments ,Protection, Retirement Planning,...

  • Senior Financial Planner

    2 weeks ago

    Cork, Cork, Ireland beBeeFinance Full time €80,000 - €100,000

    Job Opportunity: Financial Planning ExpertWe are seeking an experienced financial planning expert to join our organization and contribute to the success of our finance department.The successful candidate will be responsible for developing detailed financial forecasts by leveraging historical, trended, and real-time business insights. This involves analyzing...