19 Financial Adviser jobs in Ireland
Financial Adviser
Belfast, Ulster
MCS Group
Job Viewed
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
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Corporate Client Advisor
Dublin, Leinster
Marsh McLennan
Posted 2 days ago
Job Viewed
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
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Home Insurance - Client Advisor
Dublin, Leinster
Morgan McKinley
Posted 1 day ago
Job Viewed
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
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Motor - Personal Lines Client Advisor
Dublin, Leinster
Morgan McKinley
Posted 1 day ago
Job Viewed
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
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Client advisor Kildare, Ireland (New opening)
R51 R265
Boggi Milano
Posted today
Job Viewed
Job Description
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:
Working in an international environment , where diversity and inclusion are constantly promoted in a healthy and harmonious environment
Being part of continuous evolution and innovation , in terms of product, processes and omnichannel shopping experience
Getting constant trainings through our internal school, the Boggi Milano Academy
Investing on your own career development, as many people who achieved an amazing growth inside of Boggi Milano did
Getting rewarded for your own successes , through our competitive fixed and variable salaries
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:
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3
Commercial Client Advisor - Global Broker - Hybrid Working
Dublin, Leinster
Marsh McLennan
Posted 4 days ago
Job Viewed
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
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4
Financial Planning Manager
Dublin, Leinster
The Panel Group
Posted 5 days ago
Job Viewed
Job Description
Financial Planning Manager Our client, a leading global wealth manager, is currently seeking aFinancial Planning Manager to join their Dublin based team. This is an excellent opportunity for a sales driven individual who is looking to grow their career within a global firm. The Job: Meeting with HNW clients to discuss investment opportunities Driving wealth management sales in Ireland Gathering new clients and assets for the firm Extensive networking & direct consultative selling Dedicated portfolio management Retention of client relationships The Candidate: 5+ years of success providing financial advice to clients Proven individual sales success with retail clients Quantifiable track record in closing new investor business Outstanding sales ability with proven sales track record Strong work ethic Excellent interpersonal communication skills The Package: Full benefits package on offer with this role. In addition there is a vey lucrative bonus/commission structure so so OTE would be expected to be at least €120,000 in year one and higher thereafter. If interested, please email Alan Bluett with a current CV. Skills: wealth management Pensions Investments financial advice Business Development qfa Benefits: Group Life Assurance Laptop Medical Aid / Health Care Mobile Phone Paid Holidays Pension Fund Performance Bonus
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5
Financial Planning Analyst
Dublin, Leinster
Gilligan Black Recruitment
Posted 5 days ago
Job Viewed
Job Description
FP&A Controller North Dublin €60k, plus excellent benefits Are you a finance professional looking to move beyond traditional reporting and into a role where your insight directly shapes strategic decision-making? We are currently looking for a Financial Analyst with strong analytical acumen and a proactive mindset. This is not your typical finance role! We are looking for someone who is ready to step into the shoes of a business advisor, not just a reporter of numbers. The Role: As part of a dynamic finance team, you will work alongside the Finance Business Partner to drive business performance and offer consultative financial guidance across departments. Your primary focus will be to improve the business through value-added reporting, analytics, and strategic insight. Key Responsibilities: Go beyond reporting: act as a business partner and financial consultant to stakeholders across the business Lead and deliver value-adding financial analysis focused on performance trends, forecasting, and commercial opportunity evaluation. Take ownership of month-end closing, including preparation of the P&L and Balance Sheet. Prepare and calculate provisions and accruals, ensuring completeness and accuracy. Manage the calculation of variable compensation, liaising closely with regional Payroll and Payments teams. Support internal and external audits, ensuring full transparency and compliance. Requirements: Degree in Finance, Business, or Economics. ACCA qualification advantageous but not essential. 34 years in a financial or audit-related role. Advanced Excel user. Strong understanding of financial processes including P&L, accruals/deferrals. Critical thinker with analytical problem-solving skills. Please apply today for immediate consideration! Skills: ACCA Financial Analysis Financial Planning
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Financial Planning/Cost Accountant
Dundalk, Leinster
Cpl Resources
Posted 4 days ago
Job Viewed
Job Description
Our client is currently looking to hire a Financial Planning/Cost Analyst to join their team. Title: Financial Planning Analyst - Cost Accountant Location: Drogheda, Co Louth Description: This role will partner with key stakeholders in the business to drive continuous improvement and cost saving initiatives. The successful applicant will be responsible for all costings and product analysis onsite. Full ownership of product costs to monthly gross margin analysis of existing products. Key responsibilities: Business Partnering Work closely with Managing Director, Finance Director and business leadership to provide operations support on a day-to-day basis. Drive decision making through robust financial analysis on capital investment, cost saving and innovation initiatives. Operational Performance Reporting Work closely with Managing Director and Factory Manager to identify continuous improvements and cost saving initiatives. Communicate performance across all tiers, from shareholders to factory management. This includes updating and presenting non-financial KPIs; Drive and Improve KPI reporting to provide better Analysis to Management and to drive improvements in Factory Operations Analysis and reporting of plant manufacturing performance and efficiency. Develop and implement a detailed Line and Product Efficiency Model Ownership of Product Costings and Gross Margin Analysis Drive absolute clarity on Bill of Materials by SKU Manage gross margin analysis by SKU Work with the Financial Director and Commercial Director to develop and manage a robust new product launch costings tool. Provide weekly and Monthly GM Reports and suggestions for improvements to GM Reconcile GM between P&L and Commercial Ad Hoc Work Provide support to management for project work or costing saving initiatives Evaluate CAPEX proposals and make recommendations to Finance Director and Managing Director. Duties include: Maintaining Weekly Price files Product Costing Reporting and GM Analysis by SKU Process Costing Promotional Costing CAPEX Project Costing Labour Analysis, KPI, Efficiencies etc. Overhead Analysis. Systems and Reports Review Determining Best Practice and Driving Changes Assisting the Financial Director in any other duties as required. Key Requirements Essential 3+ Years Relevant experience as a Financial Planning and Accounting or Manufacturing Cost Accountant position within a manufacturing environment or related field. Experience of Assessing and Implementing new systems and software to drive improvements and changes Knowledge of Lean Manufacturing principles. Strong financial analysis skills, including experience with variance analysis, forecasting, and financial modelling Manufacturing Factory Experience Fluent Written and Spoken English Very Strong Excel Skills, v-look up, Pivot Tables, Advanced Charting, Simulations and Databases etc. Good Numerical Skills & Attention to Detail. Exceptional time management, problem solving, and interpersonal communication skills. Collaborative and metrics driven, with a commitment to process accuracy and results. Desirable Experience with data analysis tools (e.g., Power BI, Tableau, Qlik Sense, SQL, OLAP). Third Level Degree Qualification in Accounting & Finance Or Third Level Degree Qualification in Food Science. Experience working in an FMCG or food environment would be an advantage. Experience with Software Implementation and automation of reports. The Successful Candidate will demonstrate a can-do attitude and be pro-active in relation to identifying areas of cost in products and processes. The role will involve a split of time between desk work and floor work. Up to 40% of time will be spent on the factory floor, capturing data, liaising with production team and our process technologist to correctly identify and report on cost centres. The remaining time will be spent calculating, reporting, analysing, and disseminating information on costings for products and processes. For more information, please contact #LI-RW2 Skills: "Cost Accounting" "budget analysis" "Management accounts"
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7
Financial Planning Consultant - CFP
Dublin, Leinster
Abrivia
Posted 5 days ago
Job Viewed
Job Description
Financial Planning Consultant, CFP About the Role: A leading firm is expanding its Wealth and Employee Benefits division, creating an exciting opportunity for a Financial Planning Consultant to join their growing team. They are known for their independent approach, placing client needs at the centre of their decision-making, with a collaborative and client-focused culture, they provide the perfect environment for ambitious professionals looking to make a real impact in financial planning. In this role, you will provide specialist financial advice to individuals, focusing on retirement planning, investments, and financial wellbeing. Key Responsibilities: Deliver expert financial planning advice to individual clients, including pensions, investments, and wealth management. Build and manage a strong portfolio of individual clients. Support the delivery of member services for corporate clients. Work towards and exceed commercial and financial targets. Contribute to the development and mentorship of junior team members. You will have: CFP (Certified Financial Planner) qualified or working towards. Minimum 3 years in individual financial planning. A deep understanding of financial, pension, and investment products. Exceptional relationship management skills, with the ability to build long-term client trust. A client-first mindset, focused on delivering outstanding financial solutions. A strong team ethos, with a willingness to support and mentor junior colleagues. For more information on this role please feel free to call contact Honor - all applications are in the strictest of confidence. Skills: CFP Pensions Wealth Investments Planning Management Benefits: Pension 10% Health Car Allowance
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8
Life & Pensions Administrator (Financial Planning Firm)
Dublin, Leinster
Armont Recruitment
Posted 5 days ago
Job Viewed
Job Description
Armont Recruitment have partnered with a well-established financial services brokerage firm who are seeking a Life & Pensions Administrator to join their expanding team in Dublin City. The successful candidate will be QFA qualified or working towards same, who is seeking an opportunity to expand on their current experience, whilst developing further career opportunities. The Role Providing insurance & pension administration support to existing and new client base Analysis of existing client arrangements as well as new business processing Preparation of suitability statements Retirement fund evaluation and research Compliance implementation Provide detailed report preparation The Candidate APA qualified at a minimum QFA qualified (or working towards) Minimum 1 year experience working across life and pensions administration, or experience within a financial services brokerage firm Technical knowledge of insurance, pension and investment products General knowledge of investment markets Strong customer service focus The Reward Attractive salary and package to be discussed all dependent on experience Skills: Life Pensions Investments Administrator QFA ACA Financial Planning
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