18 Financial Consultant jobs in Ireland

Financial Planning Consultant - CFP

Dublin, Leinster Abrivia

Posted 6 days ago

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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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Financial Planning Advisor, Customer Financial Planning, Dublin

Dublin, Leinster AIB Group

Posted 7 days ago

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Location/Office Policy: Financial Planning Advisor, Customer Financial Planning, Dublin (Fully On-Site) Are you a highly motivated and performance driven individual with a proven track record, a self-starter who thrives in competitive environments. We are looking for an excellent communicator, skilled in both negotiation and challenging mind sets. Someone who can successfully build, influence, and manage relationships. Do you have strong results focus approach to your work, comfortable working independently and as part of that team to develop and promote your business. What is the Role: Customer Financial Planning is a large and growing division of AIB and a key strategic area for development over the coming years. This is an opportunity to join a nationwide network of 120 advisors across the AIB branch network. The role requires the individual to potentially cover multiple branches in the geography. The role holder is expected to have an strong understanding of all Financial Planning products and a moderate knowledge of other AIB product lines. The role holder will have a proven track record in building relationships both with customers and stakeholders to generate referrals and converting referrals to meetings. Key accountabilities: Provide expert advice to customers on a broad range of financial needs, particularly in the areas of Protection, Investment, Savings and Pensions. Work closely with regional and local management teams to support and drive the achievement of the Bank's Customer Financial Planning business and financial goals. Deal with the mass market customer segment to grow and retain assets under management, while generating wealth income through exceptional advice and customer service. Support the development of key staff in assigned Business Centres/Branches, enhancing their ability to identify and engage clients with financial planning needs. Develop and maintain strong partnerships with colleagues across multiple channels to ensure that the Customer Financial Planning business is appropriately positioned. What you Will Bring: Qualifications: Fully Qualified Financial Advisor (QFA). Experience: Preferably, experience as a Financial Advisor with a proven track record in client relationship-building and referrals. Technical Skills: Proficiency in Microsoft Office. Why Work for AIB We are committed to offering our colleagues choice and flexibility in how we work and live and our hybrid working model enables our people to balance their time between working from home and their designated office, subject to their role, the needs of our customers and business requirements. Some of our benefits include; Market leading Pension Scheme Healthcare Scheme Variable Pay Employee Assistance Programme Family leave options Two volunteer days per year Please click here for further information about AIB's PACT - Our Commitment to You. Key Capabilities Customer First: Building strong customer relationships and delivering customer centric solutions. Instils Trust: Gaining the confidence and trust of others through honesty, integrity, and authenticity. Self-Aware Using a combination of feedback and reflection to gain productive insight into personal strengths and weaknesses. Negotiation and Influence: Engages in discussion to reach an agreement and create outcomes, affecting the action, behaviours, or opinions of others. Customer Acquisition and Development: Proactively identifies potential customers and builds a healthy pipeline. Converts pipeline, focusing on tailored customer needs. Nurtures relationships and builds value to develop and grow customer accounts. Relationship Management: Cultivates and maintains business relationships, partnerships, and alliances internally, externally and virtually with key stakeholders. If you are not sure about your suitability based on any aspects of the role advertised, we encourage you to please contact the Recruiter for this role, Mia Coyne, at for a conversation. AIB is an equal opportunities employer, and we pride ourselves on being the first bank in Ireland to receive the Investors in Diversity Gold Standard accreditation from the Irish Centre for Diversity. We are committed to providing reasonable accommodations for applicants and employees. Should you have a reasonable accommodation request please email the Talent Acquisition team at Disclaimer: Unsolicited CV's sent to AIB by Recruitment Agencies will not be accepted for this position. AIB operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our recruitment partners. Application deadline: 1st Sept 2025 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.
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Financial Planning Advisor

Dublin, Leinster Cornmarket Group Financial Services Ltd

Posted today

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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 looking for a Financial Planning Advisor to join our Financial Planning Support team. Cornmarket's Financial Planning Advisors are responsible for making appointments with existing and new clients using a combination of inbound and outbound calls. These appointments are made on behalf of our of financial consultants in the Financial Wellbeing Division. The role holder will be effectively managing the diaries of our Financial Consultants to ensure that all appointments can go ahead as scheduled in line with our clients' expectations. The Financial Planning Advisors will also provide financial advice to clients specifically interested in protection policies and will assist clients in applying for group cover. Accountabilities of the Role Making and taking calls to/from members of the public sector unions to arrange appointments with the company's Financial Consultants Booking in quality appointments with a high probability of completing an FHC and potential sale(s) Providing advice and selling group protection policies to our clients Meeting weekly/monthly targets - as it is a target driven role. Targets are built around call volume, appointment scheduling and product sales (alongside these targets comes an excellent monthly bonus structure) Maintain up to date records for our clients on Salesforce - including activity on leads and opportunities Dealing with clients in a professional and timely manner Lead generation through promotion of other Cornmarket products / services Performing tasks in a compliant manner to set procedures and prescribed scripts Completing various administration duties, such as data entry/logging and scanning Participate in team meetings, look for and suggest ways in which existing processes could improve Comply with quality control and regulatory requirements that are relevant to this role Maintain commercial awareness relevant to this role Skills & Knowledge Required Full or partial QFA desired but not required, willingness to work towards same as part of the MCC requirement essential Previous experience in dealing with customers over the phone Ability to upsell products A keen eye for detail and quality Excellent proven customer service skills Excellent verbal communication skills Proven track record in meeting and exceeding targets Strong customer focus and an ability to deal with the unexpected Strong IT Skills with good working knowledge of the MS office suite Knowledge of risk control & regulatory environment Commercial awareness 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 Behavioural Competencies Required Drive for results and target driven Approachable and a can-do attitude Excellent communication skills Team player Controlled Function 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, marital 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 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.
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Financial Planning Analyst

Dublin, Leinster Gilligan Black Recruitment

Posted 4 days ago

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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 Manager

Dublin, Leinster The Panel Group

Posted 11 days ago

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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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Qualified Financial Advisor - Financial Planning

Dublin, Leinster Forte Recruitment Specialists

Posted 11 days ago

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My client a rapidly growing Financial Services business with it's main office in Dublin but other offices in locations nationwide, seek to recruit an experienced and motivated Qualified Financial Adviser to join its Financial Planning / Finance Services team. There is a highly competitive salary on offer, as well as excellent career progression, as a result of current and future business growth. Key Responsibilities: Managing relationships with both new and existing clients. Provide solutions and advice catering to individual client needs. Have a holistic approach to the clients needs and provide solutions that support their financial objectives Provide expert advice on a number of key areas which will enhance the clients financial wellbeing Service our existing clients through annual reviews and ongoing communications Skills And Experience: QFA is essential Certified Financial Planner (CFP) would be beneficial. Excellent knowledge of financial services along with the ability to create a financial plan based around the clients goals and ambitions Strong communicator with the ability to interact with clients in a professional manner Ability to work as part of a team and independently Results-oriented Strong analytical skills and attention to detail. Superb communication and interpersonal skills. Hold a full clean driving licence. Skills: Financial Advisor Financial Planning pensions Investments Benefits: Work From Home
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Life & Pensions Administrator (Financial Planning Firm)

Dublin, Leinster Armont Recruitment

Posted 11 days ago

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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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Relationship Director - Wealth Management

Dublin, Leinster The Panel Group

Posted 11 days ago

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Our client is a European Wealth Manager providing investment services to sophisticated clients across Europe. They now wish to hire a Relationship Director to work with their operations in Ireland. The Role You'll act as a trusted advisor to affluent individuals and families, family offices, pension funds and institutional clients. The position centres on delivering bespoke wealth management services to sophisticated investors. Key Responsibilities Develop and manage a portfolio of high-net-worth clients Win new business and expand relationships Provide comprehensive financial advice across investments, banking, trust & estate planning, and wealth structuring Understand market and sector trends, regulatory environment, and client-specific opportunities to inform strategy Communicate value propositions clearly and negotiate mutually advantageous terms. Ensure compliance with internal risk and regulatory frameworks Essential Qualifications & Skills Substantial experience working with HNW, UHNW and family office clients. Demonstrable business development and client acquisition success Deep knowledge of investment products, portfolio structuring, credit solutions, and trust/estate concepts Excellent communication, negotiation, and relationship management skills Graduate in business, economics or related discipline Professional qualification Strong strategic thinking, analytical ability, and adaptability to regulatory and technological shifts Desirable Extras Experience with family governance and multi-generational wealth planning Understanding wider Irish, EU and UK tax or estate regimes If you have the experience and skills to be a success in this role please contact Alan Bluett on or Skills: Wealth Management Pensions Investment Advice Private Banking QFA Benefits: Group Life Assurance Medical Aid / Health Care Laptop Parking Paid Holidays Performance Bonus
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Investment Consultant (België) - Dublin

1111 Dublin, Leinster €80000 - €100000 Annually Provement.

Posted 4 days ago

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full-time

Als je openstaat voor een buitenlands avontuur en een carrière in vermogensbeheer, je bedreven bent in beleggen en vermogen én een ijzersterke relatiemanager bent, dan is dit wellicht een interessante positie!


Voor een sterk groeiende internationale vermogensbeheerder zijn we namelijk op zoek naar een Investment Consultant  in de hoofdstad van Ierland, Dublin!

De inhoud van de functie:


Als Investment Consultant fungeer je vanuit het hoofdkantoor in Dublin, Ierland als aanspreekpunt voor je eigen portefeuille, bestaande uit Belgisch vermogend clienteel. Je beheert je eigen portefeuille en adviseert je cliënten over hun vermogen, dat ze aan jou toevertrouwd hebben.

De belangrijkste aspecten aan deze rol:

• Je bouwt aan langdurige relaties met je cliënten en beheert een portefeuille van ongeveer € 100-150 miljoen (150 tot 200 relaties);
• Je bent de spin in het web tussen je cliënten, research, trading en het Investment Committee;
• Je communiceert met je relaties over portefeuille-updates en licht hen voor over financiële markten, marktstrategie en beleggingsfilosofie;
• Geen hunting, geen sales: je bent een echte relatiemanager en biedt je relaties het allerhoogste serviceniveau.


Wat kun je zoal verwachten?


Je gaat werken voor een grote en wereldwijd opererende vermogensbeheerder met het Europese hoofdkantoor in Dublin. Je wordt intensief opgeleid en getraind en gaat onderdeel uitmaken van een jong team van gelijkgestemde professionals, met veel toekomstperspectief in deze groeiende organisatie.

Daarnaast: 
• Geniet je een uitstekend salaris van ca. €82.000 + een bonus oplopend tot 0.000 (onder Iers voordelig belastingstelsel!);
• Met ruime secundaire voorwaarden (o.a. 100% vergoeding voor ziektekosten, minimaal 28 vrije dagen per jaar, pensioenbijdrage etc.);
• Hoef je geen relaties te hunten: je beheert je eigen portefeuille en kunt je rol als relatiemanager perfect vervullen;
• Ben je het aanspreekpuntgebied voor je vermogende cliënten;
• Kom je te werken in een jong en internationaal team met gemeenschappelijke doelen en ambities;
• Als Investment Consultant fungeer je vanuit het hoofdkantoor in Dublin, Ierland als aanspreekpunt voor je eigen portefeuille


Bedrijf

Onze opdrachtgever is een grote, wereldwijd opererende vermogensbeheerder (ruim € 250 miljard M, 165.000 cliënten) die haar vleugels breed uit heeft geslagen in Europa. Zij breidt haar activiteiten verder uit om vermogende particulieren te bedienen met een breed scala aan vermogensbeheerstrategieën en op maat gemaakte persoonlijke beleggingsproposities. Om deze groei te kunnen faciliteren is men op zoek naar ambitieuze professionals die deel uit willen maken van de expansie en die stappen willen maken.



Je bent sterk financieel onderlegd en in staat om beleggingen adequaat te analyseren en toe te lichten. Ook kun je goed luisteren en weet je de juiste (door)vragen te stellen. Je bent verbindend, commercieel en professioneel. Kortom: je bent een relatiemanager pur sang.

Daarnaast:
• Spreek, schrijf en lees je in ieder geval perfect Nederlands en goed Engels. Frans is een extra asset;
• Heb je minimaal enige jaren ervaring in vermogensbeheer, beleggingsadvies of private banking;
• Weet je te communiceren met HNWI's;
• Bezit je een open, avontuurlijke en positieve persoonlijkheid met ambities;
• Ben je ijzersterk in time management en heb je organisatorisch inlevingsvermogen;
• En natuurlijk ga je graag in het bruisende Dublin wonen en werken.

Wil je meer weten? Neem dan eens contact op met onze collega Michael van den Burg. Je kunt hem bereiken via + 31 85 06 06 281 of via .

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Investment Consultant (Nederland) - Dublin

1111 Dublin, Leinster €80000 - €100000 Annually Provement.

Posted 4 days ago

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full-time

Als je open staat voor een buitenlands avontuur en een nieuwe carrière in (private) investment management, je ervaren bent in beleggen en vermogensbeheer én een relatiemanager pur sang, dan is dit wellicht een heel mooie positie!


Voor een sterk groeiende internationale vermogensbeheerder zijn we namelijk op zoek naar een Investment Consultant in de hoofdstad van Ierland, Dublin!


De inhoud van de functie:


Als Investment Consultant fungeer je vanuit het hoofdkantoor in Dublin, Ierland als aanspreekpunt voor je eigen portefeuille, bestaande uit Nederlandse vermogende cliënten. Je beheert je eigen portefeuille en adviseert je cliënten over hun vermogen, dat ze aan jou toevertrouwd hebben.

De belangrijkste aspecten aan deze rol:

• Je bouwt aan langdurige relaties met je cliënten en beheert een portefeuille met een totaal aan AUM van ca. € 100-150 miljoen (150 - 200 relaties);
• Je bent de spin in het web tussen je cliënten, research, trading en het Investment Committee;
• Je communiceert met je relaties over portefeuille-updates en licht hen voor over financiële markten, markt- en beleggingsstrategie; 
• Geen acquisitie, geen sales: je bent een echte relatiemanager en biedt je relaties het allerhoogste serviceniveau als Trusted Advisor.


Wat kun je zoal verwachten?


Je gaat werken voor een wereldwijd opererende en sterk groeiende vermogensbeheerder met het Europese hoofdkantoor in Dublin, Ierland. Je wordt intensief opgeleid en getraind en gaat onderdeel uitmaken van een jong team van gelijkgestemde professionals, met veel toekomstperspectief in deze groeiende organisatie.

En:
• Geniet je een uitstekend (start)salaris van €82.000 + een bonus oplopend tot 0.000 (onder voordelig Iers fiscaal tarief!);
• Met ruime secundaire voorwaarden (o.a. 100% vergoeding voor ziektekosten, minimaal 28 vrije dagen per jaar, pensioenbijdrage etc.);
• Hoef je geen relaties te acquireren: je beheert je eigen portefeuille en kunt je rol als Investment Consultant perfect vervullen;
• Kom je te werken in een jong en internationaal team met gemeenschappelijke doelen en ambities;
• Als Investment Consultant fungeer je vanuit het hoofdkantoor in Dublin, Ierland als aanspreekpunt voor je eigen portefeuille


Bedrijf

Onze opdrachtgever is een grote, wereldwijd opererende vermogensbeheerder (ruim € 250 milj AUM, 165.000 cliënten) die sinds 10 jaar haar vleugels uit heeft geslagen in Europa. Zij breidt haar activiteiten verder uit om vermogende particulieren te bedienen met een breed scala aan vermogensbeheerstrategieën en op maat gemaakte persoonlijke beleggingsproposities. Om deze groei te kunnen faciliteren is men op zoek naar ambitieuze professionals die deel uit willen maken van de expansie en stappen willen maken.



Je bent sterk financieel onderlegd en in staat om beleggingen adequaat te analyseren en toe te lichten. Ook kun je goed luisteren en weet je de juiste (door)vragen te stellen. Je bent verbindend, commercieel en professioneel. Kortom: je bent een relatiemanager pur sang in je vakgebied.

Daarnaast:
• Heb je een uitstekende kennis van de Engelse taal;
• Heb je minimaal enige jaren ervaring in vermogensbeheer, beleggingsadvies of private banking;
• Weet je te communiceren met HNWI's;
• Bezit je een open, avontuurlijke en positieve persoonlijkheid met ambities;
• Ben je ijzersterk in time management en heb je organisatorisch inlevingsvermogen;
• En natuurlijk ga je graag in het bruisende Dublin wonen en werken.

Wil je meer weten over deze internationale uitdaging? Neem dan eens contact op met onze collega Michael van den Burg. Je kunt hem bereiken via + 31 6 1991 3497 of via .

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

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