19 Financial Investments jobs in Ireland
Financial Advisor
Dublin, Leinster
360 Search
Posted 8 days ago
Job Viewed
Job Description
360 Search are hiring for firm specializing in financial wellbeing and retirement services, delivering unbiased, expert financial guidance to public and private sector employees. The firm empower individuals to take control of their financial future through tailored education, coaching, and regulated advice. Role Overview We are seeking a passionate and results-driven Financial Advisor to provide expert, impartial financial advice across protection, investment, and pension products. You'll play a key role in delivering personalised consultations and developing strong client relationships, while upholding the highest standards of ethics and professionalism. Key Responsibilities Conduct in-depth consultations to understand clients goals, needs, and risk profiles. Deliver tailored financial plans across pensions, investments, and protection. Provide high-quality written reports with clear, compliant recommendations. Educate and advise employees and organisations through 1:1 and group settings. Stay compliant with Central Bank of Ireland and internal regulatory standards. Support team members through coaching and knowledge sharing. Uphold our culture of trust, transparency, and financial wellness. What You Bring Qualifications: QFA (Qualified Financial Adviser) essential. CFP, SIA, RPA, or PTP desirable. Expertise in: Personal taxation (income, capital gains, inheritance tax) Pension planning (PRSA, ARF, annuities, self-invested pensions) Protection & investment products Company share schemes & pension legislation Skills: Exceptional communication (verbal & written) High ethical standards and professionalism Strong analytical, planning and client management skills Proficiency in Word, Excel and digital tools Coaching/mentoring experience is a plus Personal Attributes Client-focused, persuasive, and empathetic Self-motivated with a can-do attitude Results-oriented, energetic, and flexible Positive and supportive team player Why Join Us? Be part of a mission-led company that genuinely improves lives through financial education and advice. Your work drives real impact, helping individuals plan for brighter financial futures. Skills: Sales Sales Person Financial Advisor Financial Planning Investments
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Financial Advisor
Dublin, Leinster
The Panel Group
Posted 8 days ago
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Job Description
Our client, a prestigious and long established Irish financial brokerage firm, is seeking a motivated and experienced Financial Advisor to join their team. The Job Manage and nurture relationships with an existing client base while actively seeking new business opportunities. Conduct regular financial reviews with clients, providing comprehensive advice on retirement planning, investments, and insurance products. Develop and maintain a robust prospect pipeline, aiming to expand the client base and achieve sales targets. Ensure compliance with regulatory requirements and maintain high standards of client records on the CRM system. Network internally and externally to enhance business development and maintain the brand's integrity. The Candidate Bachelors degree in business, finance, or a related field is desirable. Essential qualifications include QFA, with RPA, AIIPM, and CFP being desirable. Minimum of 4 years of sales experience in the Life and Pensions industry, preferably within a broker environment. Proven track record in achieving annual sales targets and a strong understanding of relevant regulatory requirements. Excellent interpersonal skills, professional demeanor, and proficiency in Microsoft Excel and Word. Skills: Financial Advisor pensions wealth manager CFP QFA Life and Pensions Benefits: Group Life Assurance Laptop Medical Aid / Health Care Paid Holidays Pension Fund Performance Bonus
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Financial Advisor Limerick
Limerick, Munster
FBD Holdings
Posted 3 days ago
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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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Senior Financial Advisor
Kilkenny, Leinster
Randstad Client Solutions Ireland
Posted 4 days ago
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Job Description
The Candidate: The ideal candidate will have: Experience working in financial services providing financial advice to individuals and businesses. A strong client service ethic. Excellent communication skills. Enthusiasm with an eagerness to learn. QFA qualified. A passion for helping people. Ideally you will have a minimum of 5 years' experience in the financial services industry, with a minimum of 2 years providing financial advice to clients.) Drivers license required to travel between different sites. Randstad encourage applications from individuals of all ages & backgrounds. Whilst appointments will be made on merit alone candidates must be able to prove their right to work in the UK or the Republic of Ireland (as relevant). Randstad acts as an employment agency for permanent recruitment & an employment business for temporary recruitment as defined by the Conduct of Employment Agencies & Employment Business Regulations 2003 Skills: Financial Advisor Advisory Financial Services
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Financial Advisor - Pensions
Limerick, Munster
Morgan McKinley
Posted 5 days ago
Job Viewed
Job Description
Are you a qualified pensions professional with a strong track record in sales and client engagement? We're currently recruiting for two experienced Pensions Advisors to join a well-established financial services firm with offices in both Limerick and Ennis. These roles are ideal for ambitious professionals who thrive in a client-facing environment and are passionate about helping individuals secure their financial futures. The successful candidates will join a supportive team with strong leadership, excellent infrastructure, and a loyal client base. The Role Provide expert advice to clients on pension planning, retirement options, and long-term financial security Manage and develop a portfolio of individual and corporate pension clients Identify opportunities to upsell and cross-sell relevant financial products Stay up to date with the latest pension legislation and regulatory changes Build strong, long-term client relationships through regular engagement and proactive service Ensure all activity complies with Central Bank requirements and internal compliance procedures What You'll Need A QFA qualification (Qualified Financial Adviser) - essential At least 2 years' experience selling pensions (not just pension administration) Proven ability to build rapport and maintain long-term client relationships Strong commercial awareness and ability to spot growth opportunities Excellent communication and organisational skills A full clean driver's licence Skills: QFA Pensions Financial Services
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Trainee Financial Advisor
Dunboyne, Leinster
Irish Pensions & Finance
Posted 8 days ago
Job Viewed
Job Description
Watch our Careers video on YouTube - be/9DzEDYP8MRc The Role. For those interested in a career as a Financial Advisor, IPF is the place to be. We pay our people more, train them better, and invest more in their careers than any other financial institution or company in Ireland. We have a proud history of producing the top financial planners in the industry. You will be working towards becoming a Financial Advisor. As a key member of the team, you will be working with and learning from a team of established financial advisors. Working within our Career Path program, your initial duties & responsibilities will consist of: Reviewing/upselling existing customer benefit packages Working to KPIs and meeting sales targets Setting up appointments for the Financial Advisors on your team For full information, please see our Career Path - The Company. Irish Pensions & Finance, formed in 1993, has over 30,000 clients and in excess of €1 billion in funds under management. Roughly 80% of our business book comes from the Public Sector where we administrate 152 Union sponsored salary deducted AVC schemes. Though most of our 100 employees are based in our offices in Dublin 15, we cover the entire country with more and more of our business being transacted remotely. The Successful Candidate. We are looking for individuals who are ready to commit to a career as a Financial Advisor. This is a consultative sales-focused position. You must have one year of sales experience and have a track record in consistently hitting and exceeding KPIs. The candidate must be comfortable making calls, listening to clients, building solutions, and working to KPIs & targets. The approach we take with our clients is very much consultative, and our objective is to have advisors with necessary qualifications, integrity, and commitment to give clients the correct advice. You must be focused, ambitious and have a realistic understanding of the relationship between hard work and success. We can only work with people whose integrity is beyond reproach. The Package. Year 1: €0k OTE (Basic, Bonus, Commission) Year 2: k OTE (Basic, Bonus, Commission plus expenses) Year 3: k OTE (Basic, Bonus, Commission plus expenses) Year 4+: (Senior Financial Planner) 0k A sign-on bonus is applicable to candidates with an APA or QFA designation. Inclusion in the Company Pension Scheme after year 1. Inclusion in the Company Life Cover Scheme after year 1. Education. An Education bursary of up to 000 is available. This is paid towards qualifying the employee as a Financial Planner (QFA & CFP exams). *Please note this role is hybrid-based, time is split between office & home. Full-time attendance in the office is required for the first 4-5 weeks for training & induction purposes. **Only applications that are accompanied with a Cover Letter, outlining why you want this specific role, will be considered. Due to the very high number of applications received for this role, we will only be in contact with candidates who we are inviting to the first interview stage. Skills: Financial Advisor QFA Sales Consultative sales Banking Benefits: Work From Home Pension Fund Group Life Assurance Internet Allowance Laptop Mobile Phone Parking Performance Bonus
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Assistant Financial Advisor
Dublin, Leinster
360 Search
Posted 8 days ago
Job Viewed
Job Description
Our client is a leading financial wellbeing provider looking to hire an Assistant Financial Advisor. This is a fantastic opportunity for someone passionate about financial education and client support to join a growing team focused on improving employee financial wellness across a wide range of industries. In this role, you'll be delivering seminars (online and in person), providing one-to-one financial guidance to employees, and supporting regulated advisers in managing client portfolios. Its a mix of education, coaching, and technical support - ideal for someone who enjoys variety and making a real difference in peoples financial lives. Key Responsibilities: Deliver engaging financial education seminars, webinars, and podcasts on a wide range of financial topics. Support the development and improvement of educational content, including researching relevant and timely financial topics. Conduct one-to-one guidance calls with employees, offering support on: Occupational and private pension schemes, Personal financial planning and protection, and Goal-based financial planning. Collaborate with regulated financial advisers to provide administrative and technical support. Maintain client engagement through clear communication and proactive support. Manage adviser diaries and schedules using internal systems. Stay informed of changes in financial legislation (e.g., pensions, tax, investments). Experience & Qualifications: Hold a QFA qualification or be working towards it. Experience in financial services, ideally with exposure to pensions, protection, investments, or employee benefit schemes. Confident presenter, with experience delivering educational content to various audiences. Excellent interpersonal and communication skills - able to explain financial concepts clearly and simply. Strong organizational skills and attention to detail. Proficient in MS Office and webinar platforms. Skills: Pension APA QFA Assistant Financial Advisor
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Qualified Financial Advisor
Portlaoise, Leinster
LowQuotes.ie
Posted 8 days ago
Job Viewed
Job Description
We are currently seeking for an ambitious and adaptable individual to fill the role of Qualified Financial Advisor. * A Hybrid WFH opportunity is available for suitable candidates. * Low Quotes provide solutions for clients Financial needs such as Protection, Pensions, Savings & Investments & Mortgages. We specialize in online and telephone consultations. Our Advisors have full support from the Administration Department, allowing advisors to concentrate on advising our new and existing customers. We are seeking 5 types of Financial Advisors: Life Insurance Advisors. Financial Planners. Mortgage Advisors. Pension Savings & Investment Advisors. (or) Experience in all of the above. Responsibilities - Provide expert advice over the phone and by email. Actively identify sales opportunities from high intent inbound enquiries and proposing suitable financial solutions, cross-selling products where possible. Ensure all internal procedures and industry regulations are followed. Requirements - QFA, CFP or APA certified. Excellent telephone sales skills. Delivering a high level of customer service via phone, email & web-meetings. Team player that maintains productive relationships with colleagues & management. Previous experience as a Financial Advisor, CFP or APA in a Financial Services Brokerage or Financial Institution. Previous experience operating a CRM system a bonus. Why choose Low Quotes? - High intent customer enquiries delivered directly to your CRM. Hybrid WFH available for the ideal candidate. Company Pension available. Employee Wellness Programme. Competitive salary with uncapped commission and bonus (DOE). Full support from Administration Department. Full Sales & CRM training provided. Low Quotes Broker Center and CRM to assist with streamlining processes. Benefits: Work From Home
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Financial Advisor - Limerick
Limerick, Munster
Osborne Recruitment
Posted 8 days ago
Job Viewed
Job Description
Financial Advisor - Limerick We are currently seeking experienced, self-motivated, and ambitious Life & Pensions Financial Advisors to join our clients dynamic and growing organisation. This is an excellent opportunity for professionals looking to progress their career in financial services within a supportive and success-driven environment. Location: Limerick Employment Type: Full-time, Permanent Salary: Competitive (DOE) Key Responsibilities: Identify and assess the financial needs of both new and existing clients Provide tailored advice and solutions in line with compliance and regulatory requirements Build and maintain strong client relationships through professional and ongoing service Meet and exceed agreed performance targets and KPIs Maintain accurate and up-to-date client records Stay informed on industry changes, products, and best practices Candidate Requirements: Qualified Financial Advisor (QFA) designation required Minimum of 35 years experience in a client-facing Life & Pensions advisory role Proven track record in meeting sales targets and delivering excellent customer service Experience within a brokerage or bancassurance environment an advantage Excellent interpersonal and communication skills Proactive, results-driven, and able to work independently or as part of a team Must successfully complete all legal and compliance background checks Whats on Offer: Competitive salary and bonus structure Mobile phone and laptop provided Expenses and mileage reimbursement Company pension scheme Ongoing training and career development opportunities Support for professional qualifications (e.g., CIP, ACII, MDI, QFA) For more information please apply through the link provided for the attention of Karen O'Brien, email or call . If you are interested in finding out more about the above role and would like to be considered other suitable roles that we may have available for your skill set please attach your CV via the link provided Please submit your updated CV in Word Format #INDOSB1 #INDKBRIE
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Financial Wealth Advisor
Dublin, Leinster
Abrivia
Posted 8 days ago
Job Viewed
Job Description
Financial Advisor - Life & Pensions | Dublin Company Overview Our client is a large independently owned, full-service broker - a firm that has built its reputation on integrity, deep client understanding, and exceptional personal service. With a diverse portfolio spanning Insurance, Wealth Management, Employee Benefits, and Mortgage Advisory, they serve private and corporate clients across Ireland. As they continue to grow, they remain proudly committed to doing things the right way - always putting the client first. The Opportunity This is a fantastic opportunity for an experienced and ambitious Financial Advisor who thrives in a client focused environment, values professionalism, trust, and long-term client relationships. Based in Dublin, you will provide expert financial advice across Retirement Planning, Investments, Life Cover, Serious Illness, and Income Protection. You'll manage a strong existing client base and develop new business opportunities - with full administrative support behind you and the backing of a respected, long-established brand. Key Responsibilities Manage and develop a pipeline of new and existing business to meet agreed annual targets. Deliver comprehensive financial reviews, with tailored advice based on each client's goals and circumstances. Grow your client portfolio through proactive networking, referrals, and lead generation. Provide clear, expert advice on pensions, investments, life insurance, income protection, and serious illness cover. Build long-term, trust-based relationships and deliver an exceptional client experience. Maintain accurate and compliant client files on the CRM system. Collaborate with internal teams and specialists across the wider business to ensure a joined-up service. Ensure all activity is recorded using internal reporting tools and remains compliant with regulatory standards. Uphold the company's values in every client interaction and business development activity. What You'll Bring QFA qualification (essential); RPA, AIIPM, or CFP (desirable) A minimum of 2-3 years' advisory experience, ideally within a broker environment Strong technical knowledge of the Irish financial services market A proven ability to hit sales targets while delivering sound, client-focused advice Excellent interpersonal and presentation skills Professionalism, self-awareness, and confidence in client-facing situations A full driving licence and access to a personal vehicle Why Join This Firm? Be part of one of the most respected, client-centric brokerages in the country Work within a business that values ethics as highly as performance Take ownership of your career with real autonomy, supported by a collaborative, close-knit team Enjoy access to a strong book of business, quality leads, and robust admin support Competitive salary, commission structure, and long-term career opportunities If you would like more information on this role please send your CV to Honor Moloney. All applications will remain in strict confidence. Skills: QFA Personal Pensions Wealth Investments Planning Life Benefits: Work From Home
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