Certified Financial Manager

Required Skills and QualificationsCertified Financial Planner (CFP) or currently in the process of obtaining the qualificationExcellent knowledge of financial services, including tax planning, investments, and retirement planningStrong communication and interpersonal skills, with the ability to interact with clients in a professional manner

Working with Axiom Consultants, our client is the leading name in the provision ofwealth management services to clients in Ireland. Due to continued growth, they arenow inviting applications for three Certified Financial Planners to join their team.Key Duties but not limited to:Identify and resolve any financial service needs with new clients.Provide...

At Prosperous Financial Planning, we are seeking a highly skilled and experienced Senior Certified Financial Planner (CFP) to join our team. This is an exciting opportunity for someone who is passionate about guiding clients along the path of their financial journey, supporting them in achieving their financial goals.We have a client-centric approach that...

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 OverviewWe are seeking a highly skilled and ambitious Senior Certified Financial Planner to join our team at Prosperous Financial. This is an exciting opportunity for someone who can guide clients along the path of their financial journey, supporting them in achieving their financial goals.

We are seeking a highly skilled Senior Certified Financial Planner to join our team at Prosperous Financial, where you will play a key role in guiding clients along their financial journey.Job Description:Manage client relationships and provide expert advice on financial planning and wealth management.Develop and implement personalized financial plans that...

Job OverviewWe are seeking a highly skilled Certified Financial Planner (CFP) to join our team at Prosperous Financial. The ideal candidate will have a strong understanding of holistic lifestyle financial planning and be able to guide clients along the path of their financial journey.Key ResponsibilitiesManage client relationships for both new and existing...

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: Senior Financial Planner Reporting to: Premier 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 financial...

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 journey, to support them in achieving their financial goals.The individual we are...

Prosperous Financial has an exciting opportunity for an ambitious, highly proactive 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 journey, to support them in achieving their financial goals. The individual we are seeking...

About Us: Sure Financial is an award winning financial brokerage based in Dublin 15, committed to providing exceptional financial advisory and wealth planning services to our diverse clientele. Our mission is to empower individuals and business owners to achieve their financial goals through personalized and comprehensive financial strategies. Job...

We are committed to providing the highest level of service to our clients. As a Sr. CFP, you will play a key role in helping us deliver this commitment.Job Summary:We are seeking an experienced Senior Certified Financial Planner to join our team at Prosperous Financial. The successful candidate will be responsible for managing client relationships,...

About Us: Sure Financial is an award winning financial brokerage based in Dublin 15, committed to providing exceptional financial advisory and wealth planning services to our diverse clientele.Our mission is to empower individuals and business owners to achieve their financial goals through personalized and comprehensive financial strategies.Job Description:...

Get AI-powered advice on this job and more exclusive features.Recruit UK | Certified B Corp provided pay rangeThis range is provided by Recruit UK | Certified B Corp. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeWealth Management AdministratorSalary: €45k + Bonus + BenefitsReference...

About UsAt Prosperous Financial, we take a client-centric approach to financial planning, focusing on guiding clients towards achieving their financial objectives. We are looking for a talented CFP to join our team and contribute to this vision.Job DutiesManage client journeys from initial consultation to ongoing supportDeliver exceptional service to...

Pursuing a career as a Qualified Financial Advisor (QFA) within Prosperous Financial Planning presents an excellent opportunity for professional growth and development.In this challenging yet rewarding role, you will work closely with clients to understand their financial goals and objectives.Develop a deep understanding of clients' financial...

Recruit UK | Certified B Corp is seeking a highly skilled Wealth Management Administrator to join our team. As a key member of our team, you will assist Investment Managers and Independent Financial Advisers (IFAs) with the management of intermediary client accounts.About UsWe are a dynamic company that prides itself on providing a supportive and...

urban are delighted to be working alongside a leading design studio in the heart of Dublin city centre that are seeking a highly skilled Assigned Certifier to join their team.The studio works across a range of project sectors with the team consistently bidding, and winning some of Ireland's most desirable projects. Sectors are varied with work coming in...

We are seeking a highly motivated and experienced Financial Advisor to join our team at Prosperous Financial. As a member of our Choice Team, you will play a critical role in delivering exceptional service to our clients, providing them with expert advice and guidance on their financial matters.About the Role:Managing the client journey for both new and...