16 Investment Managers jobs in Dublin
Financial Planning Advisor, Customer Financial Planning, Dublin
Dublin, Leinster
AIB Group
Posted 3 days ago
Job Viewed
Job Description
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
This advertiser has chosen not to accept applicants from your region.
0
Financial planning advisor, customer financial planning, dublin
Dublin, Leinster
AIB Group
Posted today
Job Viewed
Job Description
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
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
This advertiser has chosen not to accept applicants from your region.
1
Financial Planning Advisor
Dublin, Leinster
Cornmarket Group Financial Services Ltd
Posted today
Job Viewed
Job Description
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
This advertiser has chosen not to accept applicants from your region.
2
Financial Planning Manager
Dublin, Leinster
The Panel Group
Posted 3 days ago
Job Viewed
Job Description
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
This advertiser has chosen not to accept applicants from your region.
3
Financial Planning Analyst
Dublin, Leinster
Gilligan Black Recruitment
Posted 3 days ago
Job Viewed
Job Description
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
This advertiser has chosen not to accept applicants from your region.
4
Financial planning manager
Dublin, Leinster
The Panel Group
Posted today
Job Viewed
Job Description
Financial Planning Manager Our client, a leading global wealth manager, is currently seeking a Financial 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
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
This advertiser has chosen not to accept applicants from your region.
5
Financial planning analyst
Dublin, Leinster
Gilligan Black Recruitment
Posted today
Job Viewed
Job Description
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
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
This advertiser has chosen not to accept applicants from your region.
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6
Financial Planning Consultant - CFP
Dublin, Leinster
Abrivia
Posted 3 days ago
Job Viewed
Job Description
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
This advertiser has chosen not to accept applicants from your region.
7
Financial planning consultant - cfp
Dublin, Leinster
Abrivia
Posted today
Job Viewed
Job Description
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
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
This advertiser has chosen not to accept applicants from your region.
8
Qualified Financial Advisor - Financial Planning
Dublin, Leinster
Forte Recruitment Specialists
Posted 3 days ago
Job Viewed
Job Description
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
This advertiser has chosen not to accept applicants from your region.
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