Financial Planning Consultant - CFP

Dublin, Leinster Abrivia

Posted 10 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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Qualified Financial Advisor - Financial Planning

Dublin, Leinster Forte Recruitment Specialists

Posted 8 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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Investment Manager

D Dublin, Leinster Elevate Partners

Posted 209 days ago

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Permanent
We are currently working with an International Wealth Management firm who are looking to hire an Investment Manager to join their team in Dublin. The successful candidate will build and develop trusted relationships with current and potential clients, providing investment advice and portfolio management to the client.Role Duties:To look after and support client needs.To develop existing client relationships and build new client relationships through effective ongoing service.To construct & maintain suitable portfolios in line with the clients’ requirements, circumstances, tax situation and attitude to risk.To review portfolios regularly and make portfolio changes consulting with colleagues where appropriate.RequirementsDegree or Masters in Business related area.Professional Qualification (QFA, CFA etc).3 – 5 years experience in private Clients within the banking/ wealth management industry . Understanding of the financial services industry and investment market.Experience of managing client investment portfolios and providing investment advice.BenefitsPlease apply through the link provided or get in touch with Aoife Stokes via to schedule a confidential phone call.
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Upgrades Project Manager - Investment Mgt System, Charles River Development

Dublin, Leinster State Street International (Ireland) Ltd

Posted 10 days ago

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Who We're Looking For We are seeking an experienced Project Manager to lead and coordinate multiple Investment Management System (IMS) upgrade initiatives. This role involves close collaboration with internal stakeholders, external vendors, and cross-functional teams across State Street to ensure the successful delivery of high quality solutions on time and within budget. Key Responsibilities Lead and coordinate multiple IMS upgrade projects across internal teams and global locations. Develop and maintain detailed project schedules, resource plans, and clearly defined dependencies. Manage virtual project teams, assigning responsibilities, setting expectations, and motivating contributors to meet project goals. Monitor project progress, risks, and milestones, ensuring alignment with timelines, quality standards, and budget constraints. Facilitate effective communication between internal and external stakeholders, including offshore teams and vendors. Promote a "Get it right the first time" culture within project teams. Collaborate with business and management to prioritize initiatives and align on strategic goals. Mentor junior staff and provide guidance on project management best practices. Manage, coach, and conduct performance reviews for direct reports. Ensure compliance with regulatory requirements and coordinate with external parties such as regulators and examiners. The ideal candidate will demonstrate: Strong leadership and organizational skills. Ability to work independently and lead cross-functional working groups. Excellent problem-solving, analytical, and attention-to-detail skills. Outstanding interpersonal and communication abilities. A passion for process improvement and leveraging technology to drive efficiency. Qualifications, Education & Experience: Bachelor's degree in Computer Science, Business Administration, Finance, or a related field. Minimum of 7 years of experience managing large-scale regulatory or enterprise-wide technology projects. Financial services experience, particularly in Fund Accounting, Custody, or Back Office operations, is preferred. Proven experience managing complex, global projects across regions (US, EMEA, or global scope). Experience managing other project managers is a plus. Technical Skills: Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word). Familiarity with Microsoft Project or Jira is beneficial. Strong presentation development skills. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. 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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