Customer Financial Planning Career Opportunities
24 hours ago
Discover a rewarding career as a Customer Financial Planning Advisor in our nationwide network.
We are seeking an experienced Financial Advisor to join our dynamic team. As a Customer Financial Planning Advisor, you will have the opportunity to work closely with regional and local management teams to drive business growth and achieve financial goals.
Your key responsibilities will include:
- Providing expert advice to customers on a range of financial needs.
- Working closely with management teams to support business development.
- Growing and retaining assets under management.
To succeed in this role, you will need to be a fully qualified Financial Advisor (QFA) with a proven track record in client relationship-building and referrals.
We are looking for individuals who possess the following capabilities:
- Customer First: Building strong relationships with customers.
- Instils Trust: Gaining confidence through honesty and integrity.
This is an exciting opportunity to work in a fast-paced environment, building relationships and delivering exceptional customer service.
-
Financial Planner
4 weeks ago
Dublin, Dublin City, Ireland Prosperous Financial Planning Full timeJob Title: Financial Planner Reporting to: Premier Planning Manager Department: Planning About Prosperous Financial: At Prosperous Financial, we empower individuals and households to make confident, informed financial decisions. Our client-first approach blends expert advice with personalised planning across pensions, investments, mortgages and succession...
-
Senior Financial Advisor
3 weeks ago
Dublin, Dublin City, Ireland Prosperous Financial Planning Full timeJob Title: Financial Advisor Reporting to: Choice Sales Manager Department: Planning About Prosperous Financial: At Prosperous Financial, we empower individuals and households to make confident, informed financial decisions. Our client-first approach blends expert advice with personalised planning across pensions, investments, mortgages and succession...
-
Senior Financial Advisor
3 weeks ago
Dublin, Dublin City, Ireland Prosperous Financial Planning Full timeJob Title: Financial Advisor Reporting to: Choice Sales Manager Department: Planning About Prosperous Financial: At Prosperous Financial, we empower individuals and households to make confident, informed financial decisions.Our client-first approach blends expert advice with personalised planning across pensions, investments, mortgages and succession...
-
Dublin, Dublin City, Ireland Allied Irish Banks Full timePress Tab to Move to Skip to Content LinkSelect how often (in days) to receive an alert: Create AlertLocation/Office Policy: Financial Planning Advisor, Customer Financial Planning, Dublin (Fully On-Site)Are you a highly motivated and performance driven individual with a proven track record, a self-starter who thrives in competitive environments.We are...
-
Dublin, Dublin City, Ireland Allied Irish Banks Full timePress Tab to Move to Skip to Content LinkSelect how often (in days) to receive an alert: Create AlertLocation/Office Policy: Financial Planning Advisor, Customer Financial Planning, Dublin (Fully On-Site)- Are you a highly motivated and performance driven individual with a proven track record, a self-starter who thrives in competitive environments.- We are...
-
Dublin, Dublin City, Ireland Allied Irish Banks Full timePress Tab to Move to Skip to Content LinkSelect how often (in days) to receive an alert: Create AlertLocation/Office Policy:Financial Planning Advisor, Customer Financial Planning, Dublin (Fully On-Site)Are you a highly motivated and performance driven individual with a proven track record, a self-starter who thrives in competitive environments.We are...
-
Dublin, Dublin City, Ireland AIB Group Full timeLocation/Office Policy: Financial Planning Advisor, Customer Financial Planning, Dublin (Fully On-Site) Are you a highly motivated and performance driven individual with a proven track record, a self-starter who thrives in competitive environments. We are looking for an excellent communicator, skilled in both negotiation and challenging mind sets. Someone...
-
Financial Planning Specialist
2 weeks ago
Dublin, Dublin City, Ireland beBeeFinancialPlanning Full time €80,000 - €150,000Job Title: Financial Planning SpecialistWe are seeking a highly skilled and motivated Financial Planning Specialist to join our team. This is an exciting opportunity for someone who wants to make a real impact in the financial services industry.As a Financial Planning Specialist, you will work closely with customers to understand their financial needs and...
-
Mortgage & Life Advisor
3 weeks ago
Dublin, Dublin City, Ireland Prosperous Financial Planning Full timeJob Title: Mortgage & Life Advisor Reporting to: Mortgage Manager Department: Keys About Prosperous Financial: At Prosperous Financial, we empower individuals and households to make confident, informed financial decisions. Our client-first approach blends expert advice with personalised planning across pensions, investments, mortgages and succession...
-
Mortgage & Life Advisor
3 weeks ago
Dublin, Dublin City, Ireland Prosperous Financial Planning Full timeJob Title: Mortgage & Life Advisor Reporting to: Mortgage Manager Department: Keys About Prosperous Financial: At Prosperous Financial, we empower individuals and households to make confident, informed financial decisions.Our client-first approach blends expert advice with personalised planning across pensions, investments, mortgages and succession...
