103 Financial Consultant jobs in Ireland

Do you have experience providing consultative financial planning advice? Would you like to be part of a highly qualified team that helps individuals make better financial decisions through cashflow modelling? If so, this may be the role for you

This hybrid role provides flexibility to work both virtually and from our Dublin office.

Aon is in the business of better decisions
At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

What The Day Will Look Like
You will be providing tailored advice to individual clients on retirement planning, investments and all areas of Financial Planning.

Key Responsibilities Include

• Meeting clients / Generating Leads / Project work
• Providing financial advice to a new and existing client base
• Managing and continuously building relationships with the Aon client portfolio
• Developing new business opportunities through internal and external channels
• Achieving agreed sales targets and team-based goals
• Adhering to standards/codes/rules set by regulators & Aon
• Managing local projects that contribute to the overall team proposition.

How This Opportunity Is Different
We can offer you a fun and engaging environment working with some of the best people in our industry. The Financial Planning team emphasise a high quality, client first approach, enabling clients to make better decisions. Our Financial Planning solution operate on a team-based approach. Each member of the team is valued and are encouraged to provide input into overall proposition.

We will reward your efforts with a competitive salary and a very comprehensive benefits package including a generous discretionary bonus, a great pension scheme, healthcare allowance, life assurance and other benefits.

Skills And Experience That Will Lead To Success

• Previous consultative financial planning experience using Voyant as the basis of client engagements
• Acquired or working towards Certified Financial Planner (CFP) qualification
• Have strong interpersonal skills with the ability to build and maintain solid client relationships
• Strong history of delivering on agreed sales targets
• Understanding of relevant regulatory requirements required
• Have a background in generating leads from a Corporate client base
• Demonstrate an ability to build strong internal relationships, trust and credibility
• Excellent presentation and communication skills
• Be a Team player with a focus on working as one team
• Possess a full driver's license.

How We Support Our Colleagues
In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself.  We offer a variety of working style solutions for our colleagues as well.

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.

We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email

Financial Planning Consultant

Location:
Dublin (Waterford office option also available)

About the Role

Our client, the largest independently owned Brokerage in the world, is expanding through acquisitions and continued growth. As a result, we are seeking
Financial Planning Consultants
to provide customer-focused financial planning advice to both individual and corporate clients.

The role involves delivering tailored financial planning solutions for retirement planning, pensions, and broader financial wellbeing. You will also help develop and grow a portfolio of clients, working across both group pension schemes and individual financial planning.

This is a senior position reporting directly to the Head of Financial Planning.

Key Responsibilities

• Deliver professional financial planning advice to individual and corporate clients.
• Manage and grow a strong client portfolio (corporate schemes, group pensions, and individuals).
• Build and maintain long-term client relationships, acting as a trusted adviser.
• Translate complex financial products into clear, client-focused solutions.
• Mentor and assist in developing junior staff within the team.
• Represent our client in client meetings, presentations, and networking opportunities.

The Successful Candidate Will:

• Have at least 2 years' experience in financial services (individual and group pensions, financial advice).
• Hold QFA status (CFP an advantage).
• Demonstrate strong business development and relationship management skills.
• Be a self-starter with proven ability to meet commercial/financial targets.
• Show a strong understanding of financial, pension, and investment products.
• Possess excellent communication and interpersonal skills, with the ability to build client trust at a high level (accountants, trustees, advisers).

What We're Looking For

• Strong people skills and the ability to deliver client-focused advice.
• Relevant experience in financial services, particularly financial planning and pensions.
• A passion for financial planning with ability to convert individual clients into corporate opportunities.
• A team player who can also work independently.
• A proactive and commercially minded professional.

The Opportunity

Salary €75,000 - €0,000

Benefits & Perks

• 000 car allowance
• 10% employer pension contribution
• Health cover
• Death in service benefit
• Commission structure
• Flexibility with hybrid working:
  Monday and Wednesday in the Dublin or Waterford office
• Supportive and growth-focused culture within a global leading independent brokerage

Desired Skills and Experience
Financial Planning

Pensions

Wealth Management

Client Relationship Management

Business Development

Who We Are
At Cornmarket
, we look after the financial wellbeing of public servants and their families. We've been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services – from car, home, health and life insurance, to income protection, retirement planning and beyond.

Role Purpose
We are currently recruiting a number of Financial Consultants to join our Financial Wellbeing Team, servicing our public sector clients. Financial Consultants are highly motivated and driven financial advisors who work alongside clients to determine their financial needs, assess potential savings and in turn offer them suitable financial products. This is a target driven role in a busy sales environment.

All Financial Consultants receive 8 weeks extensive training prior to commencement within the role. Full QFA status or progression towards QFA qualification is desirable. However, full educational support will be provided for consultants who do not have this qualification.

Accountabilities Of The Role

• Selling particular life policies over Microsoft teams to include; salary protection schemes, life policies, PHI, pensions, retired member's life cover and tax services
• Delivering a consistent, high level of professional customer service with focus on enhancing the customer experience at every interaction
• Conducting a comprehensive financial health check with customers to identify their financial wellbeing, needs and objectives
• Reaching or exceeding assigned sales targets
• Responding to a variety of different customer lead sources in a professional manner
• Building quality, long term relationships with our customers by providing an efficient and specialised service to customers
• Retaining existing business sold via the life sales external and internal teams
• Complying with risk control and regulatory requirements that are relevant to this role
• Maintaining commercial awareness relevant to this role

What We Can Offer You

• Flexible working from home options as part of our Cornmarket Flex ways of working
• Significant investments in your professional development (e.g. insurance qualifications, professional qualifications relevant to your role)
• Annual leave (increases based on service)
• Flexi leave (option to take additional annual leave)
• Attractive flexible pension contribution rates
• Health insurance or wellness subsidy
• Fully paid family leave types (maternity/paternity/surrogacy)
• Performance based bonus/commission
• Income protection
• Life cover
• Discounts on financial products
• Comprehensive health wellbeing programme
• Employee Assistance Programme
• Active Sports Social Club

Skills Knowledge Required

• Ideally the candidate will hold APA designation or full QFA, however we will support attaining such qualification
• Prior sales and customer service experience desired but not essential
• Previous experience within a financial institution is advantageous
• Exceptional stakeholder management and communication skills
• Strong attention to detail and numerical reasoning skills
• Ability to work to deadlines and targets
• Time management and organisation skills
• Comply with risk control and regulatory requirements that are relevant to this role
• Maintain commercial awareness relevant to this role

Controlled Function Position
This role is a 'controlled function' as defined by the Central Bank Reform Act 2010 Regulations 2011. Any appointment will be conditional on the company being satisfied that the appointee meets the requirements as set out in the Fitness and Probity standards issued by the Central Bank. This requires the company to complete prescribed due diligence to assess the appointee's fitness and probity.

Equal Opportunities Data Privacy Notice
Cornmarket is committed to building an inclusive workplace environment, We're proud to be an equal opportunity employer, striving to create a welcoming environment. All qualified applicants will be considered for employment without regard to age, disability, ethnic background, family status, gender identify or expression, martial status, membership of the Traveller Community, national origin, race, religion, sexual orientation We are also committed to providing reasonable accommodations to qualified individuals with disabilities in the employment application process. To request an accommodation, please contact our Talent Acquisition Team. To review our data use practices, visit our
Recruitment Data Privacy Notice
.

Who We Are

At Cornmarket, we look after the financial wellbeing of public servants and their families. We've been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services – from car, home, health and life insurance, to income protection, retirement planning and beyond.

Role Purpose

We are currently recruiting a number of Cork-based Financial Consultants to service and advise our public sector clients. Financial Consultants are highly motivated and driven financial advisors who work alongside clients to determine their financial needs, assess potential savings and in turn offer them suitable financial products. These products include; salary protection schemes, life policies, PHI, pensions, retired member's life cover and tax services. This is a target-driven role in a busy sales environment.

All Financial Consultants receive 8 weeks' extensive training prior to commencement within the role. Full QFA status or progression towards QFA qualification is desirable. However, full educational support will be provided for consultants who do not have this qualification.

What We Can Offer You.

• Flexible working from home options as part of our Cornmarket Flex ways of working
• Significant investments in your professional development (e.g. insurance qualifications, professional qualifications relevant to your role)
• Annual leave (increases based on service)
• Flexi leave (option to take additional annual leave)
• Attractive flexible pension contribution rates
• Health insurance or wellness subsidy
• Fully paid family leave types (maternity/paternity/surrogacy)
• Performance based bonus/commission
• Subsistence and mileage allowance
• Income protection
• Life cover
• Discounts on financial products
• Comprehensive health wellbeing programme
• Employee Assistance Programme
• Active Sports Social Club

Accountabilities of the Role

• Conducting a comprehensive fact find or financial health check with customers to identify their needs and objectives
• Selling particular life policies to include; salary protection schemes, life policies, PHI, pensions, retired member's life cover and tax services
• Presenting about our services at different workplaces (for example hospitals and schools) for brand visibility within the surrounding regions of where the consultant is based
• Delivering a consistent, high level of professional customer service with focus on enhancing the customer experience at every interaction
• Reaching or exceeding assigned sales goals and targets based on selling of financial products
• Responding to a variety of different customer lead sources in a professional manner
• Building quality, long-term relationships with our customers by providing an efficient and specialised service to customers
• Providing best practice financial advice on a number of different areas
• Retaining existing business sold via the life sales external and internal team
• Performing duties in a compliant manner in accordance with our policies and procedures
• Complying with risk control and regulatory requirements that are relevant to this role
• Maintaining commercial awareness relevant to this role

Skills Knowledge Required

• Ideally the candidate will hold APA designation or full QFA, however we will support attaining such qualification
• The ideal candidate will possess both sales and customer service experience
• Previous experience within a financial institution is advantageous
• Exceptional stakeholder management and communication skills
• Strong attention to detail and numerical reasoning skills
• Ability to work to deadlines and targets
• Time management and organisation skills
• Comply with risk control and regulatory requirements that are relevant to this role
• Maintain commercial awareness relevant to this role

Controlled Function Position

This role is a 'controlled function' as defined by the Central Bank Reform Act 2010 Regulations 2011. Any appointment will be conditional on the company being satisfied that the appointee meets the requirements as set out in the Fitness and Probity standards issued by the Central Bank. This requires the company to complete prescribed due diligence to assess the appointee's fitness and probity.

Equal Opportunities Data Privacy Notice

Cornmarket is committed to building an inclusive workplace environment, We're proud to be an equal opportunity employer, striving to create a welcoming environment. All qualified applicants will be considered for employment without regard to age, disability, ethnic background, family status, gender identify or expression, martial status, membership of the Traveller Community, national origin, race, religion, sexual orientation We are also committed to providing reasonable accommodations to qualified individuals with disabilities in the employment application process. To request an accommodation, please contact our Talent Acquisition Team. To review our data use practices, visit our Recruitment Data Privacy Notice.

FDC Group is a fast growing, multi-disciplined professional services provider. Established in 1973, with headquarters in Cork and 40+ office locations nationwide, we offer a range of Accounting, Auditing, Taxation, Agri-Consultancy, Financial and Business Advisory to a diversified portfolio of almost 30,000 clients.

We are searching for a Qualified Financial Consultant to join our growing advisory team in Ireland as a result of our continuing expansion. The ideal candidate will be skilled at obtaining new clients as well as maintaining and developing existing relationships with profitable clients and key introducers.

The Location:The role requires coverage across our network of offices in Co. Clare and Co. Limerick.

Responsibilities

• Provide clients with comprehensive financial planning solutions, including tailored investment solutions, pensions, savings and protection.
• Manage an existing portfolio of clients and develop client relationships with new and existing clients within the region.
• Identify financial planning needs and generate new business with existing and potential clients to achieve performance targets.
• Deliver a consistent, high level of professional advice and consultation with respect to clients needs.
• Ability to undertake in-depth evaluations of a client's financial situation, current provisions, future goals, and risk attitude while conducting a comprehensive fact find with clients to discover their needs and objectives.
• Contribute to the continuous improvement of administrative processes through feedback and cooperation with support staff.
• Maintaining professional development and accreditation through tutorials and seminars.
• Reporting to management and support staff on activities, business targets, and meetings undertaken.
• Keep up-to-date with financial products and legislation.
• Keep line managers/directors updated on operational issues.
• Achieve or exceed agreed business targets and meet business compliance standards and requirements.

Essential Requirements

• Candidate must be fully QFA and CPD compliant.
• Proven experience in similar role.
• Communicates effectively and openly, with exceptional phone and written communication skills.
• Actively seeks out possibilities to learn, improve, and develop themselves, as well as practical opportunities for the company's growth.
• A systematic approach to an active workload, prioritizing activities to ensure that they are completed.
• Is accountable for maintaining positive working relationships with coworkers, management, and business partners.
• Performs well and takes initiative to attain positive outcomes and goals.
• Team player that maintains positive working connections with coworkers, management, and business associates.
• Experience of working in a sales role within a brokerage or similar background would be a distinct advantage to your application.

FDC Benefits

• Occupational Pension Scheme
• Aviva Care
• Death in Service benefit
• Generous EAP programme
• Income Protection
• Bike to work scheme
• Company events
• Additional leave

FDC Financial Services is an equal opportunities employer and is committed to fostering an inclusive workplace which values and benefits from the diversity of our workforce

FDC Financial Services Ltd is regulated by the Central Bank of Ireland

Job Types:?Full-time, Permanent

Schedule

• Monday to Friday

Supplemental Pay Types

• Bonus pay
• Performance bonus

Skills
Financial Advisor

Benefits
Fuel Allowance Funeral Plan Group Life Assurance Pension Fund

FDC Group is a fast growing, multi-disciplined professional services provider. Established in 1973, with headquarters in Cork and 40+ office locations nationwide, we offer a range of Accounting, Auditing, Taxation, Agri-Consultancy, Financial and Business Advisory to a diversified portfolio of almost 30,000 clients.

We are searching for a Qualified Financial Consultant to join our growing advisory team in Ireland as a result of our continuing expansion. The ideal candidate will be skilled at obtaining new clients as well as maintaining and developing existing relationships with profitable clients and key introducers.

Responsibilities:

• Provide clients with comprehensive financial planning solutions, including tailored investment solutions, pensions, savings and protection.
• Manage an existing portfolio of clients and develop client relationships with new and existing clients within the region.
• Identify financial planning needs and generate new business with existing and potential clients to achieve performance targets.
• Deliver a consistent, high level of professional advice and consultation with respect to clients' needs.
• Ability to undertake in-depth evaluations of a client's financial situation, current provisions, future goals, and risk attitude while conducting a comprehensive fact find with clients to discover their needs and objectives.
• Contribute to the continuous improvement of administrative processes through feedback and cooperation with support staff.
• Maintaining professional development and accreditation through tutorials and seminars.
• Reporting to management and support staff on activities, business targets, and meetings undertaken.
• Keep up-to-date with financial products and legislation.
• Keep line managers/directors updated on operational issues.
• Achieve or exceed agreed business targets and meet business compliance standards and requirements.
• The role will require occasional travel for coverage of the network of offices in the region.

Essential Requirements:

• Candidate must be fully QFA and CPD compliant.
• Proven experience in similar role.
• Communicates effectively and openly, with exceptional phone and written communication skills.
• Actively seeks out possibilities to learn, improve, and develop themselves, as well as practical opportunities for the company's growth.
• A systematic approach to an active workload, prioritizing activities to ensure that they are completed.
• Is accountable for maintaining positive working relationships with coworkers, management, and business partners.
• Performs well and takes initiative to attain positive outcomes and goals.
• Team player that maintains positive working connections with coworkers, management, and business associates.
• Experience of working in a sales role within a brokerage or similar background would be a distinct advantage to your application.

FDC Benefits:

• Occupational Pension Scheme
• Aviva Care
• Death in Service benefit
• Generous EAP programme
• Income Protection
• Bike to work scheme
• Company events
• Additional leave

FDC Financial Services is an equal opportunities employer and is committed to fostering an inclusive workplace which values and benefits from the diversity of our workforce

FDC Financial Services Ltd is regulated by the Central Bank of Ireland

Job Types: Full-time, Permanent

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay
• Performance bonus

A leading employee benefits and financial advisory firm is expanding its financial planning division and is now seeking an experienced
Senior Financial Planning Consultant
to join its growing team. Known for its client-first approach, professional culture, and ambitious growth plans, this is an exciting opportunity to play a pivotal role in shaping the firm's next stage of development.

About the Role

As a Senior Consultant, you'll deliver tailored retirement, pension, and wealth planning advice to a portfolio of individual and corporate clients. You'll work directly with senior leadership, contributing to strategy while enjoying the freedom to focus on trusted client relationships. You'll also mentor junior colleagues and represent the business at senior-level meetings and events.

Key Responsibilities

• Provide expert financial planning and pension advice to individual and corporate clients
• Manage and grow a portfolio spanning group schemes, corporate benefits, and private wealth clients
• Act as a senior adviser and role model within the team, mentoring junior staff
• Represent the firm at presentations, networking events, and client pitches
• Contribute to shaping the direction of the financial planning division

What You'll Need

• At least 5 years' experience in financial planning, pensions, or employee benefits
• QFA qualification (CFP preferred but not essential)
• Proven track record of client acquisition and business development
• Strong communication and relationship skills with senior stakeholders (trustees, accountants, HR leaders)
• Commercial acumen with the ability to help drive business growth

Salary & Benefits

• Salary: €75,000 to €5,000
• Competitive package including car allowance ( ) and bonus scheme
• 10% employer pension contribution (5% employee contribution)
• Private health cover and death in service benefits
• Hybrid working options across Dublin and Waterford

What's on Offer

• Influence the future of a growing financial planning business
• Supportive and collaborative culture with strong resources
• Long-term career prospects within a dynamic and ambitious firm

What's Next:
To discuss confidentially, contact Michael Gorman or apply with your CV below.

Our client, a reputable and expanding Financial Planning firm, is seeking an experienced Financial Advisor to join their professional team at providing unbeatable financial advice and solutions to their clients. This is a rewarding and progressive opportunity for the successful candidate

Dublin City Based + Hybrid Working Options + Competitive Packages

The Role:

• Identify financial services needs with potential and existing clients
• Provide professional best advice and consultation with respect to needs
• Make recommendations and provide solutions to client's requirements
• Ensuring adherence to compliance regulations and standards
• Build and maintain strong relationships with clients
• Work to agreed targets and standards

What You Need:

• At least 3+ years experience in a financial sales role, ideally in a brokerage firm or banking / life company
• Must be QFA qualified at a minimum, RPA / CFP a distinct advantage
• Strong knowledgeable of Life, Pensions and Investment products
• A positive working attitude with ability to work on own initiative
• Confident and professional with their approach to work
• An excellent and proven track record of meeting targets

Whats On Offer:

Pension Contribution

Income Protection

Family Leave

25 Days Annual Leave

Laptop

Flexible Working Options

Commission / Bonus

Hybrid Working Options

How to Apply:

Please apply through the portal or send your cv to if you would like to be considered for this opportunity.

FINAN _1

We're hiring for a Financial Planning Sales Consultant to support our growing wealth & financial planning team
It's a time of rapid growth for the European arm of the business, so we are looking for someone to meet, listen and help clients understand and reach their goals. Be a trusted adviser to full financial planning clients and clients who want an initial primary advice service.

We're looking for someone with

• Excellent communication and interpersonal skills, and self-motivated
• Strong organisational skills, the ability to manage time and to manage projects of various sizes successfully
• Ability to work effectively as part of a dynamic team, and to manage key stakeholder relationships both internally and externally
• Background in financial advice - QFA essential
• CFP desirable or commitment to complete CFP imminently

Using These Skills, You'll Be

• Be a trusted adviser to our clients
• Recommend and provide solutions to meet client's needs while also developing lasting relationships
• Undertaking a full review of the client's financial needs and goals
• Producing a comprehensive report detailing relevant fact-finding information and recommendation based on clients' goals
• Clear and concise file notes and hand over to the Private Client Account management team who will bring policies through pipeline
• Work alongside the sales and marketing team to deliver effective and engaging marketing activities/communications for clients
• Deliver Financial Wellness seminars to employees of our corporate partners
• Manage internal and external relationships to drive referral network

Who is NFP?
With Over 600 People In The UK And Ireland And Over 8,000 Employees Worldwide, NFP Is Part Of The Aon Group And Specialise In Helping Businesses In Four Core Areas

• Insurance (helping them manage key risks)
• Health and safety (supporting them to create a safer workplace for their employees)
• Employee benefits (helping them reward their people more effectively)
• HR, people and talent (supporting employers and their people to thrive through changes and challenges)

What You'll Love About Working Here

• working in a dynamic, fast-paced organisation in an exciting industry
• the opportunity to do globally impactful work from day one
• learning from industry and business line specialists with decades of experience
• a huge variety of projects to work on and challenges to solve
• our People First culture, which illustrates our commitment to your wellbeing and development, not just as an employee but as a human being
• a rich suite of employee benefits and out-of-work perk

The Great Benefits We Offer
Finances
It's important to know you're paid fairly for the hard work you put in, which is why we complete regular reviews to keep your salary in line as you progress. Plus, we offer initiatives to support and give you financial peace of mind.

• Matched employer pension contributions
• Life Assurance and Group Income Protection
• Lifestyle discounts for well-known brands

Work-life balance
We appreciate the importance of your life outside of work and the benefits of an effective work-life balance. That's why our policies and culture respect your ability to be flexible, helping you be your best self both in and out of the office.

• Opportunity for hybrid working
• Generous annual leave allowance

Health and wellbeing
We firmly believe in supporting the whole person, not just the employee. At NFP, you have access to a number of initiatives and resources designed to support your physical and mental health and wellbeing.

• Comprehensive Private healthcare
• Healthcare cash plan
• Additional days off throughout the year to focus on your wellbeing

Charity and community work
At NFP, your sense of purpose will stretch far beyond your job role. With numerous opportunities to support charities and local initiatives close to our heart, you'll be able to join us in making a real difference.

• Numerous charity fundraising challenges and events throughout the year
• Opportunities to volunteer and give back to the community
• Award-winning apprenticeship program, helping local schoolchildren take their first steps into the world of work

Social
It's not all hard work; we also love to let our hair down. By providing plenty of opportunities to socialise with your colleagues throughout the year, we help ensure our people get on personally as well as professionally.

• Two large employee events every year for summer and Christmas
• Enjoy out-of-work events and socials to get to know your team better
• Good office locations with plenty of opportunity to socialise outside of work

Inclusion and belonging
We're proud holders of Insurance Business Magazine's 5-Star Inclusion and Belonging Employer award. Through our dedicated Inclusion and Belonging committee, we hold educational events that foster a culture of curiosity, not judgement.

• A dedicated Inclusion and Belonging Committee, supported by our Global Advisory Board
• Inclusive policies and procedures to ensure all of our people are treated fairly
• Access to Business Resource Groups that can support with multiple of key challenges

NFP and You. Better Together
NFP is an inclusive Equal Employment Opportunity employer.