29 Client Advisor jobs in Ireland

Financial Adviser

Belfast, Ulster MCS Group

Job Viewed

Tap Again To Close

Job Description

Financial Adviser MCS Group is looking for a skilled Financial Adviser to join a newer financial planning firm in Belfast; on a full-time, permanent basis. This is an employed job opportunity. The Company: This is a seriously exciting independent financial planning firm with long-standing client relationships with varied clients - despite existing as a relatively new name in the market. The firm is kicking off a planned period of growth over the next 1 - 2 years, starting with this employed adviser position; this is a massive long-term opportunity for the right person. The Rewards: As the successful Financial Adviser, you will receive the following: Package is negotiable Excellent benefits package Amazing office space High-performance culture The Role: As the successful Financial Adviser, you will play a key role in: Building and maintaining long-term client relationships through outstanding financial advice and service Developing tailored financial plans to meet client's unique objectives and goals Keeping up to date with industry trends and regulatory requirements to provide compliant, up-to-date advice Meeting and exceeding performance targets and contributing to business growth The Person: The successful Financial Adviser will meet the following criteria: Experience in an adviser or planner position within wealth management Competent Adviser Status (CAS) at a minimum Exceptional client-facing manner and relationship-building skills To speak in absolute confidence about this Financial Adviser opportunity please send an up-to-date CV via the link provided or contact Josh Craig at MCS Group Even if this position is not right for you, we may have others that are. Please visit MCS Group to view a wide selection of our current jobs MCS Group is committed to Equality, Diversity, and Inclusion for all, being the first recruitment agency in NI to achieve Bronze Diversity Mark accreditation, if you have a disability which means you require a reasonable adjustment to be considered at any stage of the recruitment process, please contact us and we will endeavour to facilitate the request. Not all agencies are the sameMCS Group are passionate about providing a first-class service to all our customers and have an independent review rating of 4.9 stars on Google. Skills: financial adviser financial advisor financial planner wealth management
This advertiser has chosen not to accept applicants from your region.

Job No Longer Available

This position is no longer listed on WhatJobs. The employer may be reviewing applications, filled the role, or has removed the listing.

However, we have similar jobs available for you below.

Corporate Client Advisor

Dublin, Leinster Marsh McLennan

Posted 2 days ago

Job Viewed

Tap Again To Close

Job Description

We are seeking talented and motivated professionals to join our Corporate Client Advisor team at here Marsh. This is a hybrid working role, based out of our office in Dublin. This is an exciting opportunity for to join an established, market-leading insurance broker. If you have prior experience within insurance - perhaps within broking, handling, underwriting or claims - then we'd love to hear from you. The successful applicant will be responsible for the day-to-day servicing and management of a portfolio large predominantly indigenous companies in the corporate sector providing advice across all classes of cover. We will count on you to: Deliver day to day broking insurance services to assigned portfolio of large corporate clients in relation to all classes of cover. In collaboration with Client Executive, work on all aspects of
This advertiser has chosen not to accept applicants from your region.

Home Insurance - Client Advisor

Dublin, Leinster Morgan McKinley

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Description

Permanent - Full-Time | Dublin City Centre (Hybrid) | Up to €35,000 p/a | Excellent Benefits Package Our client, one of Ireland's largest Financial Services Brokers, are looking to add multiple Home Insurance Client Advisors to their growing team based in Dublin City Centre. The primary responsibility of this role is to service existing household insurance customers handling incoming customer calls, processing policy changes and renewals. The ideal candidate must hold an APA qualification and ideally have 2 years experience working in personal insurance. The successful candidate will be permitted to work 3 days from home after the initial training in period and be provided with a fantastic opportunity to grow within the business. Requirements; 2+ years personal lines experience. APA qualification required. Ability to learn and adapt to organisational challenges. Demonstrate empathy, understanding and patience. Good organisational, planning and execution skills. Team player with strong interpersonal skills. Benefits; Up to €35,000 p/a Pension Hybrid Working Income Protection Life Cover Clear Career Progression Health Insurance To apply for the position, please submit your CV through the portal provided. For further information on the role, feel free to send me an email () Skills: APA Insurance Home Insurance Client Advisor Contact Centre Personal Lines Benefits: Work From Home
This advertiser has chosen not to accept applicants from your region.

Motor - Personal Lines Client Advisor

Dublin, Leinster Morgan McKinley

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Description

Motor - Personal Lines Client Advisor Hybrid, central Dublin (Flexible working from home options) Insurance & Financial Services About the Company Morgan McKinley are working with a well-established and growing financial services provider with over 50 years of experience supporting customers' insurance and financial needs. The company offers a wide range of products including car, home, health, and life insurance, as well as income protection and retirement planning. The Role We are seeking an experienced Client Advisor to join the Motor Insurance team. This is an excellent opportunity to join a supportive and ambitious organisation where you will play a key role in servicing and retaining valued customers. Key Responsibilities Handle incoming customer calls and emails. Process client renewals and mid-term adjustments. Outbound contact to customers to secure renewals. Generate policy leads from existing clients. Support team colleagues with ad hoc tasks. Ensure compliance with regulatory requirements. Maintain commercial awareness. What We're Looking For Minimum of 2 years' personal lines insurance experience. APA. Knowledge of Applied Relay is an advantage. Strong organisational and planning skills. A positive, empathetic, and professional communication style. Team player with strong interpersonal skills. Awareness of regulatory and compliance requirements within financial services. What's on Offer You'll be joining a company that truly values its people and offers an excellent benefits package, including: Flexible working from home options. Significant investment in professional development. Flexi leave (option to take additional annual leave). Life leave for personal milestones. Working abroad policy. Fully paid family leave types (maternity, paternity, surrogacy). Discounts on financial products. Excellent health & wellbeing programme including Wellness Wednesdays. Generous pension contribution rates. Health insurance or wellness subsidy. Performance-based bonus or commission. Income protection & life cover. ? Apply today to take the next step in your career with a leading financial services provider. Skills: APA general lines motor Benefits: + package
This advertiser has chosen not to accept applicants from your region.

Client advisor Kildare, Ireland (New opening)

R51 R265 Boggi Milano

Posted today

Job Viewed

Tap Again To Close

Job Description

full-time fixed-term

We are looking for an energetic Client Advisor  wanting to join our New Store in Kildare Villiage Nurney Road, in Ireland

Who are we?

Boggi Milano is an Italian brand present on the market with more than 200 stores in 50 countries. Today, our brand is looking towards ambitious goals at the pace of innovation, sustainability and quality thanks to the revolutionary concept of using technical high-performance raw materials.

Our people play a crucial role in our Company’s expansion and growth, that is why we are determined to find people who are committed to contribute actively to the Company’s success.


What we are looking for?

As a Sales Advisor you will represent the Company towards customers.

You will put your professionalism at the service of the brand’s image, the store’s commercial performance and the satisfaction and loyalty of each customer and you will actively collaborate in the achievement of quantitative and qualitative goals in terms of sales, service, loyalty and growth.


Why Boggi Milano?

Being part of the Boggi Milano team means:

  1. Working in an international environment , where diversity and inclusion are constantly promoted in a healthy and harmonious environment

  2. Being part of continuous evolution and innovation , in terms of product, processes and omnichannel shopping experience

  3. Getting constant trainings through our internal school, the Boggi Milano Academy

  4. Investing on your own career development, as many people who achieved an amazing growth inside of Boggi Milano did

  5. Getting rewarded for your own successes , through our competitive fixed and variable salaries

  6. Taking part in a constantly growing Company, present in more than 50 countries and with many new openings and partnerships planned



You are the perfect match for us if you:

  • Have at least 1 year of proven experience in Retail

  • Are a natural seller, always highly motivated to achieve targets (KPIs)

  • Have strong interpersonal and communication skills, as well as ability to build a relationship with clients

  • Are flexible to work on weekend

  • Are able to handle multiple tasks simultaneously

  • Are fluent in local language, other languages are more than welcome


Follow us on LinkedIn and stay up to date about our Boggi World:


This advertiser has chosen not to accept applicants from your region.

Commercial Client Advisor - Global Broker - Hybrid Working

Dublin, Leinster Marsh McLennan

Posted 4 days ago

Job Viewed

Tap Again To Close

Job Description

We are seeking talented individuals to join our Commercial Client Advisor team at Marsh. This is a perfect role for someone with a strong background in commercial insurance, having worked in a Client Advisor or Broker type role or within the Commercial Underwriting or Claims sector and looking to move into a new and exciting role within an established, market leading insurance broker. This role will be based in our Dublin office. What can you expect: To be part of a company with a strong brand, committed to making a difference in people's lives. We help you be your best through interesting work, professional development opportunities and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. A hybrid working model - 3 days in the office and 2 days remote. What you will be rewarded with: Competitive benefits: Including annual leave, excellent pension contributions, private medical cover, and more. A flexible benefits programme which provides you with the opportunity to tailor your benefits to meet your needs. Generous Family Leave: Comprehensive maternity, paternity, and adoption leave policies. We will rely on you to: Deliver day to day broking insurance services to assigned portfolio of SME clients in relation to all classes of cover. In collaboration with Client Executive, work on all aspects of
This advertiser has chosen not to accept applicants from your region.

Financial Services Administrator

Dublin, Leinster Morgan McKinley

Posted today

Job Viewed

Tap Again To Close

Job Description

Junior Underwriting Administrator Dublin Central | Hybrid | Bonus & Travel Pass Looking to start or grow your career in insurance? This is a brilliant opportunity to join a fast-growing insurance company in Dublin as a Junior Underwriting Administrator. You'll become part of a supportive team, gain exposure to international markets, and have a clear path to progress within the business. Why You'll Love It A friendly, team-focused environment where people are valued for their personality as much as their skills. Genuine opportunities to grow your career - internal promotion is the norm here. You'll work closely with senior leaders, giving you exposure and mentoring from day one. Hybrid working: 4 days in the office, 1 day from home. What You'll Be Doing Supporting the underwriting team with day-to-day admin. Inputting data, managing files, and keeping records up to date. Helping with quotes, binding, and policy documentation. Coordinating across Dublin, London, and Bermuda offices. Assisting with reports and presentations. This is a role where you'll learn fast, gain valuable insurance experience, and have the chance to shape your career. What We're Looking For Some experience in Insurance or broader Financial Services. Great IT skills (Word, Excel, PowerPoint). Strong attention to detail and excellent organisation. A confident, approachable, and motivated personality. What's on Offer Annual profit-share bonus (non-guaranteed). Free travel pass (bus or Luas). Hybrid working model. A chance to join a business that's growing and truly invests in its people. ? If you're looking for a role where you can develop, be recognised, and build a career in insurance, this could be the perfect next step for you. ? DM me or apply directly if this sounds like you! Benefits: + bonus
This advertiser has chosen not to accept applicants from your region.

Financial Services Accountant

Limerick, Munster MATRIX Recruitment Group

Posted 5 days ago

Job Viewed

Tap Again To Close

Job Description

What you need to know Matrix Recruitment are currently recruiting for aPrivate Equity Fund Accountant to join a leading financial services organisation based in Limerick. This is a key role within the Fund Accounting team, supporting the administration and reporting of Private Equity Funds. The position involves close collaboration with clients, auditors, and internal teams to ensure the accurate and timely delivery of fund accounting services. This is a9-month contract with some possibility of extension or other opportunities arising.The position offers a hybrid working model. Your new job Key duties and responsibilities: Deliver high-quality accounting and administration services to assigned clients. Act as a point of contact for clients and auditors, addressing queries and supporting audits. Ensure client service levels and regulatory filing deadlines are consistently met. Assist with the preparation of regulatory returns and compliance. Calculate and issue NAVs accurately and within agreed timelines. Manage the accurate and timely processing of operating expenses. Support new client onboarding, including establishing fund structures and reporting requirements. Prepare and collate financial data and reports for board packs. Communicate effectively with clients, investors, and other stakeholders regarding fund activities. What are we looking for? Experience working in fund accounting, ideally with private equity. Experience preparing management accounts and working with debits and credits. Understanding of the Irish regulatory/tax regime relating to fund accounting desirable. Knowledge of Irish/UK GAAP, US GAAP, or IFRS an advantage. Proficiency in MS Excel and Word essential. Ability to work to tight deadlines in a fast-paced environment. Excellent attention to detail and accuracy. By applying, you are giving consent for Matrix Recruitment to contact you about this job. We collect your data for recruitment purposes only and will retain it for the duration required as outlined in our privacy policy. All CVs are kept confidential and will not be submitted to any clients without your knowledge and permission. Please note that due to the expected high volume of applications we can only reply to applicants suitable for the position. We Value Your Trust. Skills: accountant debit credit
This advertiser has chosen not to accept applicants from your region.
Be The First To Know

About the latest Client advisor Jobs in Ireland !

Financial Services Manager

Dublin, Leinster RSM Ireland Business Advisory Limited

Posted 5 days ago

Job Viewed

Tap Again To Close

Job Description

Financial Services Manager Dublin About RSM As one of the world's largest networks of audit, tax, and consulting firms, RSM is committed to delivering big ideas and premium service. We are a fast-growing firm with big ambitions - we have a clear goal to become the premium adviser to the middle market, locally and globally. This vision touches everything we do, motivating and inspiring us to become better every day. If you are looking for a firm where you can build a future and make an impact, then RSM is the place for you. RSM Ireland is one of the country's fastest growing advisory firms, specialising in the provision of audit, tax and consulting. RSM is the world's most rapidly growing accountancy network and currently ranked number six globally. When you join RSM you'll have a world of opportunity to build the career you want. It's your future. Own it at RSM. Our clients range from growth-focused entrepreneurial businesses through to multi-national organisations across many sectors and operating nationally and across borders. About the role RSM have an exciting opportunity for a financial services focused Audit Manger to join our Audit team, working in the asset management, structured finance, capital markets and blockchain clients. This position offers challenging, interesting, and rewarding work within a global network organisation. The successful candidate will be responsible for managing key client relationships to deliver a high-quality client experience, managing team work plans and budgets and ensuring an excellent talent experience for our team of highly proficient professionals. Responsibilities include: Leading a significant portfolio of audit clients which operate across a variety of financial services sub-sectors; Planning, approving and overseeing work programmes to ensure the delivery of a quality audit to our clients within budget and to agreed timeframes; Leading a team of audit staff and overseeing all associated staffing activities; Contributing to strategic planning within the department and to firm wide initiatives; Actively engaging in business winning initiatives, including identifying and cross selling new business opportunities, proposal development and presentations to potential new business partners; Managing and monitoring the department key performance indicators on a periodic basis; Coaching members of the team and reviewing work accordingly. The Person The successful candidate will ideally have the following skills and qualifications: Qualified ACA/ACCA accountant with prior practice experience within a Top 20 firm; Experience in leading a team while simultaneously delivering multiple assignments to financial services client-base; Ability to foster trusted relationships with our clients, combined with strong commercial expertise; Excellent technical and interpersonal skills; Team player with strong communication and leaderships skills, Experience using Caseware audit software, preferable but not essential The salary associated with this role is highly competitive and there is an annual award structure associated with this position. RSM is an equal opportunity employer. To be considered for this role you will be redirected to and must complete the application process on our careers page. To start the process, click the Apply button below to Login/Register.
This advertiser has chosen not to accept applicants from your region.

Financial Services Tax - Manager

Dublin, Leinster Deloitte Ireland LLP

Posted 5 days ago

Job Viewed

Tap Again To Close

Job Description

Deloitte is the biggest professional services Firm in the world and making an impact is more than just what we do: it's why we're here. We're driven to create positive progress for our clients, community, people, and the planet. This sense of purpose inspires us to work to the highest standards, to tackle the challenges that matter. The tax landscape is constantly evolving and has experienced unprecedented change in recent years. Our Deloitte experts partner with our clients to navigate their tax complexities and support their business ambitions. Our tax leaders combine strategic commercial insight and intricate tax knowledge to support our client's strategic decisions. We share our experience, reimagine operating models, and leverage cutting-edge technology in combination with innovative ideas and our global network of professionals, to make an impact that matters to our clients. Due to ongoing growth and expansion, our Financial Services tax team has exciting opportunities for a Manager with experience in the Asset Management/Investment Funds, Aircraft leasing, Insurance, Banking, Private Equity or Securitisation sectors. Financial Services continues to be a strong growth area within our tax practice. We are proud to work with global leading financial services clients across a range of industries such as investment management, leasing, insurance, banking, private equity and structured finance. As a sector leader, this puts us in a unique position to make an impact that matters in a time of unprecedented tax change. About the role As a Manager you will be responsible for day to day team supervision and assisting with project leadership. This entails a variety of challenging activities: Providing a top class tax consulting service to a portfolio of financial services clients in the asset management / investment funds, private equity and securitisation sectors Researching and presenting detailed technical tax advice to support tax advisory projects Corresponding with both Revenue and clients on the clients' tax affairs Working as part of a team with fellow managers, directors and partners, ensuring the smooth running of the department Involvement in sustaining and growing client business, proposing and winning new business and positively contributing to the overall development of the practice Supervision and development of a team of trainees and seniors and liaising with the corporation tax compliance delivery team as needed. You will be given responsibility for managing a team that will work with you on your client portfolio. Your role is important both in delivering the quality of service our clients expect but also in developing and managing your team. We are focused on helping you to develop your leadership skills as well as your technical and business development skills. About You A proven record of commitment to professional and client service excellence A strong communicator with demonstrated ability to work as part of a successful team AITI/ CTA or both AITI/ CTA & ACA qualified Strong corporate tax and capital gains tax technical knowledge Strong commercial and market awareness; Experience in one or more of the investment management, leasing, insurance, banking, private equity and structured finance industries. If you believe that you meet most of the criteria above, we encourage you to apply. Deloitte is an equal opportunities employer and will ensure any reasonable accommodations are implemented as part of the recruitment and selection process. What we offer Your reward at Deloitte is competitive, supports our purpose and enables our people to never stop growing. Your reward at Deloitte is not just your salary, we believe in investing in our people's personal and professional development and empowering their work-life balance. Our ambition is to achieve gender equality and enable continuous growth. We offer supports and benefits that suit you, wherever you are in life, including health and well-being, pension, savings, training, coaching and enhanced leave options am ong others. Keep on being you. Bring your full, absolute self to work, every day. Explore, question and collaborate. Stretch your thinking, while building a career that inspires and energises you. And, whatever motivates you, keep gro wing both professionally and personally - because when you make an impact that matters, we do too. To be considered for this role you will be redirected to and must complete the application process on our careers page. To start the process click the Continue to Application or Login/Register to apply button below.
This advertiser has chosen not to accept applicants from your region.

Finance Director (Financial Services)

Dublin, Leinster €125000 - €150000 Annually Soldo Italy

Posted 2 days ago

Job Viewed

Tap Again To Close

Job Description

permanent

Soldo is here to change the way businesses spend, for the better. So every employee, department, and team is more productive and successful at work. Soldo connects company cards with a powerful management platform so finance teams can distribute money instantly, while staying in control of who spends, how much, where, and on what. With Soldo, budgeting, payments, reporting, and reconciliation are simple and efficient.

We're both a financial services and a software company and one of Europe's fastest growing fintech companies. Operating in the UK, Italy, and Ireland, we're over 350 employees (from 26 nationalities) strong.

We're a place where anyone can thrive. We're all about doing the right things for the right reasons, high standards, ambition, drive, and focus.

What's in it for you

  • Private healthcare coverage for you and your family
  • Genuine career development opportunities (we love to see you succeed) - including your own annual €500 career development budget
  • Access to training and development - including a mentoring programme, workshops, and the opportunity to progress onto our leadership programme
  • Flexible working options including working from home or our Dublin office
  • Statutory Leave entitlements plus extra days off on Christmas Eve, New Year's Eve, and your Birthday
  • Your own personal company Soldo card
  • Employee Assistance Programme
  • TaxSaver Commuter Scheme

The Role

This is a fantastic opportunity for a finance leader with experience in the regulated world of payments and treasury and

This advertiser has chosen not to accept applicants from your region.
 

Nearby Locations

Other Jobs Near Me

Industry

  1. request_quote Accounting
  2. work Administrative
  3. eco Agriculture Forestry
  4. smart_toy AI & Emerging Technologies
  5. school Apprenticeships & Trainee
  6. apartment Architecture
  7. palette Arts & Entertainment
  8. directions_car Automotive
  9. flight_takeoff Aviation
  10. account_balance Banking & Finance
  11. local_florist Beauty & Wellness
  12. restaurant Catering
  13. volunteer_activism Charity & Voluntary
  14. science Chemical Engineering
  15. child_friendly Childcare
  16. foundation Civil Engineering
  17. clean_hands Cleaning & Sanitation
  18. diversity_3 Community & Social Care
  19. construction Construction
  20. brush Creative & Digital
  21. currency_bitcoin Crypto & Blockchain
  22. support_agent Customer Service & Helpdesk
  23. medical_services Dental
  24. medical_services Driving & Transport
  25. medical_services E Commerce & Social Media
  26. school Education & Teaching
  27. electrical_services Electrical Engineering
  28. bolt Energy
  29. local_mall Fmcg
  30. gavel Government & Non Profit
  31. emoji_events Graduate
  32. health_and_safety Healthcare
  33. beach_access Hospitality & Tourism
  34. groups Human Resources
  35. precision_manufacturing Industrial Engineering
  36. security Information Security
  37. handyman Installation & Maintenance
  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
View All Client Advisor Jobs