28 Financial Advisor jobs in Ireland
Financial Advisor Limerick
Limerick, Munster
FBD Holdings
Posted 3 days ago
Job Viewed
Job Description
Company description: FBD Holdings PLC Job description: Job Overview Reporting to the Sales Manager, the role offers the successful individual the opportunity to develop their career within a long-established, ambitious and growing Company. The Financial Advisor will work closely with FBD Insurance management and staff locally. Job Responsibilities Achieve revenue/business targets for life, pension and investment business while working to the expected high standards of professionalism and advice, always conducting a comprehensive fact find with customers to identify and prioritise their financial planning needs and objectives. Proactive in developing internal and external relationships to promote, maintain and grow FBD Financial solutions business. Operate to the quality standards defined including, processes, technology and procedures and ensure compliance to company standard, policy and procedures and regulatory requirements. Take responsibility for personal development by consistently and proactively improving personal sales ability, technical skills and industry knowledge. Job Responsibilities Education Leaving Certificate or equivalent qualification. Recognised Qualification (e.g. QFA, CFP). Experiences Proven ability to identify customer needs and make recommendations in relation to Investment, Life & Pensions requirements. Self-starter with high energy. Sales experience to intermediaries or the public. Proficiency in MS Office suite of products and in electronic point of sale and administration systems. Competencies Customer Relationship Management: takes responsibility for ensuring that customer interaction is delivered to a high level of satisfaction with the customer Planning & Organisation: prioritises competing tasks in a busy environment Excellent interpersonal, communication and organisational skills. Problem solving & Decision making: analyses & deals with issues, seeks support as required and takes decisions Drive for results: works efficiently to achieve results MCC This is a controlled function under the Central Bank of Irelands Fitness and Probity Regime. As such you are expected to know and comply with the standards at all times. Footer FBDis an inclusive Equal Opportunity employer that considers applicantsirrespective of their age, gender, ethnicity, culture, religion, language, sexual orientation, ability, disability and social circumstances. Skills: Life & Pensions Insurance Sales Benefits: Bonus Health Plan Paid Holidays Pension
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0
Senior Financial Advisor
Donegal, Ulster
360 Search
Posted 5 days ago
Job Viewed
Job Description
Talented and ambitious Financial Advisor to join a well-established and progressive financial advisory firm with offices across Donegal This is an excellent opportunity to become part of a supportive, forward-thinking team that prides itself on delivering holistic, lifestyle-based financial planning to both individuals and businesses. This role will be based in Buncrana, with responsibility for managing an existing client base, while also developing new client relationships. Key Responsibilities Manage and maintain strong relationships with an established client portfolio Conduct regular financial reviews with existing clients to identify evolving needs Carry out needs analysis with both new and potential clients Provide professional, tailored financial advice across Protection, Retirement Planning, Investment, Savings, and Mortgages Recommend and implement solutions in line with compliance standards and regulatory requirements Deliver ongoing service and support to clients to ensure long-term financial wellbeing Work to agreed targets while maintaining the highest standards of client care Actively participate in team meetings and contribute to business initiatives Essential Qualifications & Experience QFA qualified (minimum requirement) At least 3 years' experience providing financial advice within a financial brokerage or self-employed environment in Ireland Strong communication and presentation skills Proficiency with Microsoft Office Key Personal Attributes Client-focused mindset with a genuine commitment to delivering exceptional service Excellent interpersonal skills with the ability to build trust and long-term relationships Self-motivated, driven, and enthusiastic with the ability to meet agreed goals Adaptable and flexible in a dynamic working environment Willing to be based in or relocate to Co. Donegal What's on Offer Competitive remuneration package including salary plus commission/bonus Flexible working hours to support work-life balance Primarily office-based role, with potential for hybrid arrangements subject to business needs Company pension scheme Skills: Financial Adice Pensions Investment QFA
This advertiser has chosen not to accept applicants from your region.
1
Senior Financial Advisor
Dublin, Leinster
Prosperous Financial Planning
Posted 16 days ago
Job Viewed
Job Description
Job 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 strategies. We pride ourselves on clarity, integrity and a deep commitment to long-term relationships. We believe great advice changes lives and we're proud to foster a workplace where trust, growth and shared success are at the heart of everything we do. About The Role: We have an exciting opportunity for an ambitious, highly proactive Qualified Financial Advisor (QFA) to join our Choice Team within Prosperous Financial. As a Choice Advisor you are responsible for both new and existing Prosperous Financial clients. You will ensure our existing clients continue to get expert advice and you will meet with a steady flow of new clients coming onboard as they start their journey with us. Further details on our Choice service can be found at . Key Responsibilities: Managing the client journey for both new and existing clients Ability to assess and analyse clients' financial circumstances to determine their requirements Make recommendations, share expert advice and provide solutions to client Serving our existing clients through annual reviews and ongoing communications Collate all client information into relevant files while maintaining a high level of compliance Skills And Experience: QFA designation is essential Expert knowledge of investments, pensions, protection and savings products Confident interacting with clients in a professional manner Results-driven & objective focused Ability to work as part of a team and cross functionally Knowledge of Online Application and Voyant would be a significant advantage Working towards becoming a CFP would be an advantage Why work with us: Excellent remuneration packages and attractive commission structure Hybrid, flexible working model (4 days from home / 1 day in office) 25 days annual leave Employer pension contributions up to 10% Income protection / Death In Service Recognised as a Great Place to Work 2024/2025 and a Best Workplace 2025 To Apply Please forward your CV via the APPLY Now button below.
This advertiser has chosen not to accept applicants from your region.
2
Financial advisor limerick
Limerick, Munster
FBD Holdings
Posted today
Job Viewed
Job Description
Company description: FBD Holdings PLC Job description: Job Overview Reporting to the Sales Manager, the role offers the successful individual the opportunity to develop their career within a long-established, ambitious and growing Company. The Financial Advisor will work closely with FBD Insurance management and staff locally. Job Responsibilities Achieve revenue/business targets for life, pension and investment business while working to the expected high standards of professionalism and advice, always conducting a comprehensive fact find with customers to identify and prioritise their financial planning needs and objectives. Proactive in developing internal and external relationships to promote, maintain and grow FBD Financial solutions business. Operate to the quality standards defined including, processes, technology and procedures and ensure compliance to company standard, policy and procedures and regulatory requirements. Take responsibility for personal development by consistently and proactively improving personal sales ability, technical skills and industry knowledge. Job Responsibilities Education Leaving Certificate or equivalent qualification. Recognised Qualification (e.g. QFA, CFP). Experiences Proven ability to identify customer needs and make recommendations in relation to Investment, Life & Pensions requirements. Self-starter with high energy. Sales experience to intermediaries or the public. Proficiency in MS Office suite of products and in electronic point of sale and administration systems. Competencies Customer Relationship Management: takes responsibility for ensuring that customer interaction is delivered to a high level of satisfaction with the customer Planning & Organisation: prioritises competing tasks in a busy environment Excellent interpersonal, communication and organisational skills. Problem solving & Decision making: analyses & deals with issues, seeks support as required and takes decisions Drive for results: works efficiently to achieve results MCC This is a controlled function under the Central Bank of Irelands Fitness and Probity Regime. As such you are expected to know and comply with the standards at all times. Footer FBDis an inclusive Equal Opportunity employer that considers applicantsirrespective of their age, gender, ethnicity, culture, religion, language, sexual orientation, ability, disability and social circumstances. Skills: Life & Pensions Insurance Sales Benefits: Bonus Health Plan Paid Holidays Pension
This advertiser has chosen not to accept applicants from your region.
3
Senior financial advisor
Donegal, Ulster
360 Search
Posted today
Job Viewed
Job Description
Talented and ambitious Financial Advisor to join a well-established and progressive financial advisory firm with offices across Donegal This is an excellent opportunity to become part of a supportive, forward-thinking team that prides itself on delivering holistic, lifestyle-based financial planning to both individuals and businesses. This role will be based in Buncrana, with responsibility for managing an existing client base, while also developing new client relationships. Key Responsibilities Manage and maintain strong relationships with an established client portfolio Conduct regular financial reviews with existing clients to identify evolving needs Carry out needs analysis with both new and potential clients Provide professional, tailored financial advice across Protection, Retirement Planning, Investment, Savings, and Mortgages Recommend and implement solutions in line with compliance standards and regulatory requirements Deliver ongoing service and support to clients to ensure long-term financial wellbeing Work to agreed targets while maintaining the highest standards of client care Actively participate in team meetings and contribute to business initiatives Essential Qualifications & Experience QFA qualified (minimum requirement) At least 3 years' experience providing financial advice within a financial brokerage or self-employed environment in Ireland Strong communication and presentation skills Proficiency with Microsoft Office Key Personal Attributes Client-focused mindset with a genuine commitment to delivering exceptional service Excellent interpersonal skills with the ability to build trust and long-term relationships Self-motivated, driven, and enthusiastic with the ability to meet agreed goals Adaptable and flexible in a dynamic working environment Willing to be based in or relocate to Co. Donegal What's on Offer Competitive remuneration package including salary plus commission/bonus Flexible working hours to support work-life balance Primarily office-based role, with potential for hybrid arrangements subject to business needs Company pension scheme Skills: Financial Adice Pensions Investment QFA
This advertiser has chosen not to accept applicants from your region.
4
Senior financial advisor
Dublin, Leinster
Prosperous Financial Planning
Posted today
Job Viewed
Job Description
Job 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 strategies. We pride ourselves on clarity, integrity and a deep commitment to long-term relationships. We believe great advice changes lives and we're proud to foster a workplace where trust, growth and shared success are at the heart of everything we do. About The Role: We have an exciting opportunity for an ambitious, highly proactive Qualified Financial Advisor (QFA) to join our Choice Team within Prosperous Financial. As a Choice Advisor you are responsible for both new and existing Prosperous Financial clients. You will ensure our existing clients continue to get expert advice and you will meet with a steady flow of new clients coming onboard as they start their journey with us. Further details on our Choice service can be found at. Key Responsibilities: Managing the client journey for both new and existing clients Ability to assess and analyse clients' financial circumstances to determine their requirements Make recommendations, share expert advice and provide solutions to client Serving our existing clients through annual reviews and ongoing communications Collate all client information into relevant files while maintaining a high level of compliance Skills And Experience: QFA designation is essential Expert knowledge of investments, pensions, protection and savings products Confident interacting with clients in a professional manner Results-driven & objective focused Ability to work as part of a team and cross functionally Knowledge of Online Application and Voyant would be a significant advantage Working towards becoming a CFP would be an advantage Why work with us: Excellent remuneration packages and attractive commission structure Hybrid, flexible working model (4 days from home / 1 day in office) 25 days annual leave Employer pension contributions up to 10% Income protection / Death In Service Recognised as a Great Place to Work 2024/2025 and a Best Workplace 2025 To Apply Please forward your CV via the APPLY Now button below.
This advertiser has chosen not to accept applicants from your region.
5
Financial Advisor - Car Finance
Kilkenny, Leinster
Strive Recruitment
Posted 16 days ago
Job Viewed
Job Description
Financial Advisor - Motor Finance Financial Advisor position advising clients about car finance options. Remote role, with 1 day on site in Kilkenny every 2 weeks. Competitive salary & commission structure The Company Financial Advisor for their Motor Finance department. Key Responsibilities Client Consultation Speak with customers to assess their financial situation, credit profile, and affordability for motor finance. Financial Product Advice Provide clear, advice on available finance options to the customer. Sales & Targets Meet agreed sales and service targets while prioritising customer needs. Key Skills Required Previous telesales experience is required. APA in Loans is essential for this role. Skills: Financial Advisor Car Finance Motor Finance Benefits: Work From Home Annual Bonus / 13th Cheque Pension Fund Performance Bonus Paid Holidays
This advertiser has chosen not to accept applicants from your region.
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6
Financial advisor - car finance
Kilkenny, Leinster
Strive Recruitment
Posted today
Job Viewed
Job Description
Financial Advisor - Motor Finance Financial Advisor position advising clients about car finance options. Remote role, with 1 day on site in Kilkenny every 2 weeks. Competitive salary & commission structure The Company Financial Advisor for their Motor Finance department. Key Responsibilities Client Consultation Speak with customers to assess their financial situation, credit profile, and affordability for motor finance. Financial Product Advice Provide clear, advice on available finance options to the customer. Sales & Targets Meet agreed sales and service targets while prioritising customer needs. Key Skills Required Previous telesales experience is required. APA in Loans is essential for this role. Skills: Financial Advisor Car Finance Motor Finance Benefits: Work From Home Annual Bonus / 13th Cheque Pension Fund Performance Bonus Paid Holidays
This advertiser has chosen not to accept applicants from your region.
7
Senior Treasury Analyst - Investment Management
Dublin, Leinster
The Panel Group
Posted 16 days ago
Job Viewed
Job Description
Our client, a global asset management company, is seeking a Senior Treasury Analystto join their Global Treasury team. This role offers an exciting opportunity to contribute to the development of a global treasury platform at a leading investment firm. You will managing daily treasury operations, improving efficiencies, and ensuring seamless execution across diverse investment platforms. If you are someone who will thrive in a fast-paced, detail-oriented environment and have a collaborative mindset to build relationships across teams, then this job is for you. The Job Manage cash positions and execute payments Oversee collateral movements Collaborate with internal teams and external partners to resolve Treasury-related issues Ensure the smooth running of daily operations Support deal funding cycles, including settlements and liquidity management Contribute to the development and implementation of operational improvements and efficiencies within the treasury function Ensure compliance with fraud prevention measures and operational risk controls. The Candidate Bachelors degree in finance or related discipline Additional professional qualification preferred Min 3 years' experience in treasury Experience within alternative asset management advantageous Familiarity with corporate bonds, loans, asset-backed securities and equities Understanding of credit strategies High attention to detail Strong communication and problem-solving skills, with the ability to perform well under pressure in a fast-moving environment. Experience with treasury systems Skills: Treasury Management Liquidity Management Interest Rate Cash management FX TMS Benefits: Group Life Assurance Medical Aid / Health Care Paid Holidays Pension Fund Performance Bonus
This advertiser has chosen not to accept applicants from your region.
8
Senior treasury analyst - investment management
Dublin, Leinster
The Panel Group
Posted today
Job Viewed
Job Description
Our client, a global asset management company, is seeking a Senior Treasury Analystto join their Global Treasury team. This role offers an exciting opportunity to contribute to the development of a global treasury platform at a leading investment firm. You will managing daily treasury operations, improving efficiencies, and ensuring seamless execution across diverse investment platforms. If you are someone who will thrive in a fast-paced, detail-oriented environment and have a collaborative mindset to build relationships across teams, then this job is for you. The Job Manage cash positions and execute payments Oversee collateral movements Collaborate with internal teams and external partners to resolve Treasury-related issues Ensure the smooth running of daily operations Support deal funding cycles, including settlements and liquidity management Contribute to the development and implementation of operational improvements and efficiencies within the treasury function Ensure compliance with fraud prevention measures and operational risk controls. The Candidate Bachelors degree in finance or related discipline Additional professional qualification preferred Min 3 years' experience in treasury Experience within alternative asset management advantageous Familiarity with corporate bonds, loans, asset-backed securities and equities Understanding of credit strategies High attention to detail Strong communication and problem-solving skills, with the ability to perform well under pressure in a fast-moving environment. Experience with treasury systems Skills: Treasury Management Liquidity Management Interest Rate Cash management FX TMS Benefits: Group Life Assurance Medical Aid / Health Care Paid Holidays Pension Fund Performance Bonus
This advertiser has chosen not to accept applicants from your region.
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