Current jobs related to Financial Portfolio Manager - Limerick, Limerick - beBeeFinancial

  • Senior Portfolio Manager

    4 days ago

    Limerick, Limerick, Ireland beBeeMarketInsights Full time €90,000 - €120,000

    Electricity Market Operations RoleWe are seeking an experienced professional to manage our portfolio in Ireland, focusing on capacity bid preparation and understanding of the Irish electricity market.Maintain awareness of timelines relating to company activities in the electricity market.Prepare and submit regulatory and market-related documentation,...

  • Portfolio Financial Operations Manager

    4 hours ago

    Limerick, Limerick, Ireland beBeeRisk Full time €55,000 - €95,000

    Financial Operations Manager Role\We're seeking a highly skilled and experienced professional to oversee daily financial operations within our organization.\The role involves managing control team activities, identifying risks, and implementing best practices to ensure adherence to regulatory requirements.\Key responsibilities include:\Managing daily control...

  • Portfolio Management Administrator

    2 weeks ago

    Limerick, Limerick, Ireland beBeeAdministration Full time

    Portfolio Assistant RoleThis position involves handling day-to-day tasks for a portfolio management team.Respond to client calls and inquiries on behalf of the team, ensuring timely and efficient communication.Process share certificates and manage incoming payments/drafts in accordance with established procedures.Coordinate with the onboarding team to set up...

  • Insurance Portfolio Manager

    7 days ago

    Limerick, Limerick, Ireland beBeeRisk Full time

    Job DescriptionEmbark on a challenging career path as a Senior Client Account Handler, where you will be responsible for managing client/prospect relationships and growing your portfolio/existing accounts. This role requires expertise in Professional services Insurance and Risk management solutions.Key Responsibilities:Manage client/prospect relationships to...

  • Assistant Manager

    3 weeks ago

    Limerick, Limerick, Ireland DM Financial Full time

    Join to apply for the Assistant Manager role at DM FinancialContinue with Google Continue with GoogleJoin to apply for the Assistant Manager role at DM FinancialDirect message the job poster from DM FinancialHR Manager at DM Financial | MBus Fund Admin Student (MTU) | MSc HRM (UCC) | CIPD Certified | Expertise in Training, Recruitment, & Employee...

  • Portfolio Administrative Assistant

    2 weeks ago

    Limerick, Limerick, Ireland Cantor Fitzgerald Securities Full time

    ResponsibilitiesHandle general calls for the Portfolio Management team, which consists of 6 members, from clients, advisors, and professional services firms.Review all team posts, including processing of share certificates and incoming cheques/drafts.Set up new client accounts and coordinate with the Onboarding team.Send out valuations and statements upon...

  • Senior Financial Examiner

    6 days ago

    Limerick, Limerick, Ireland beBeeAudit Full time €90,000 - €120,000

    Job Title: Audit ManagerAudit Managers are responsible for managing a team of auditors, supervising financial reporting and statutory filing and compliance assurance engagements of clients, and overseeing client portfolios spanning various Non-Financial Service market sectors and reporting requirements.Key Responsibilities:Manage a team of AuditorsSupervise...

  • Senior Portfolio Manager

    2 weeks ago

    Limerick, Limerick, Ireland beBeeFacilities Full time €55,000 - €65,000

    Senior Facilities Coordinator RoleWe are seeking an experienced Senior Facilities Coordinator to oversee multiple client portfolios, manage subcontractor performance, and drive operational efficiency.Job DescriptionThis senior position involves full responsibility for the following key areas:Overseeing Planned Preventive Maintenance (PPM) contracts, ensuring...

  • Audit Portfolio Leader

    4 hours ago

    Limerick, Limerick, Ireland beBeeAudit Full time €75,000 - €85,000

    Lead Audit Manager OpportunityWe are seeking an accomplished Lead Audit Manager to join our dynamic team. This is a pivotal role that offers the chance to develop and manage your own portfolio, further establish yourself as a technical expert in specific areas of interest, and enhance your people leadership skills in a progressive environment.Job...

  • Financial Advisor

    3 weeks ago

    Limerick, Limerick, Ireland 360 Search Full time

    Our client is seeking to recruit an experienced, ambitious and self-motivated Life & Pensions Financial Advisor to join part of their successful and growing organisation.The successful candidate will be provided with the opportunity to develop their knowledge and skills.The experienced Financial Advisor will cover their Limerick & Ennis region, managing and...

Financial Portfolio Manager

3 weeks ago

Limerick, Limerick, Ireland beBeeFinancial Full time
Life and Pensions Financial Advisor Opportunity

We are seeking a skilled Financial Advisor to join our organisation. This is a unique opportunity for an experienced professional to develop their knowledge and skills.

The successful candidate will be responsible for managing and developing an existing portfolio of clients in the Limerick and Ennis region.

Duties and Responsibilities:
  • Identify financial services needs with potential and existing clients.
  • Provide professional advice and consultation regarding life and pension needs.
  • Make recommendations and provide solutions to client requirements, ensuring adherence to compliance regulations and standards.
  • Provide ongoing service and advice to clients.
  • Build strong relationships.
Requirements:
  • (QFA) Qualified Financial Advisor minimum.
  • Excellent communication skills.
  • Motivated, self-starter with ability to work on own initiative and as part of a team.
  • Proven successful track record in career to date.
  • Previous experience in a similar Life & Pensions role, either in a brokerage or banc assurance.
Benefits:
  • Competitive salary based on experience.
  • Uncapped commission structure.