88 Wealth Management jobs in Ireland

Take the First Step Towards an International Career

Begin your journey in financial advisory with a 2-month intensive training programme based in Mauritius, followed by permanent placement in our Milan office. The training for this overseas role officially
starts in Jan 2026

Job Summary

In this role, you will be an integral part of a wealth management advisory team, providing administrative and client service support to financial advisers and their clients. The focus is on delivering a top-class client experience by assisting advisers with documentation, compliance, and day-to-day client management tasks. You will help ensure that the advisory support process runs smoothly and efficiently, allowing the financial advisers to focus on delivering professional advice. This position offers an opportunity to grow your career in a supportive, professional environment dedicated to real financial planning and client service.

Key Responsibilities

• Client Meeting & Review Support:
  Assist advisers in preparing for client meetings and annual reviews by compiling necessary documentation and client information packs. This includes gathering portfolio statements, policy details, and presentation materials to ensure advisors are well-equipped for each client interaction.
• Application Preparation & Processing:
  Prepare application packs for new pension, investment, and protection product applications and coordinate their submission to relevant product providers. Ensure all required forms and disclosures are included, and liaise with clients to obtain any missing information throughout the product application process.
• Underwriting & Account Setup:
  Monitor and manage new business applications to policy issuance, coordinating with insurers and product providers and keeping both clients and advisers updated on progress. Assist with account opening and product setup, ensuring that all compliance requirements are met and documentation is in order (e.g. identification, AML/KYC forms).
• Client Queries & Service:
  Serve as a point of contact for client service queries. Respond to client inquiries (by phone and email) in a timely, professional manner and follow up on outstanding requests. Liaise between clients and advisors to resolve issues and provide updates on transactions or policy changes, always delivering excellent client service.
• Record Maintenance:
  Maintain accurate and up-to-date client information in the Client Relationship Management (CRM) system. Record all client interactions, policy details, and service requests promptly to support compliance and provide advisors with current information.
• Research & Report Assistance:
  Assist financial planners in researching financial products and preparing client reports or recommendations. This may involve gathering product information (pensions, investment funds, insurance options), conducting preliminary financial analysis, and helping draft suitability statements or financial planning reports.
• Compliance & Documentation:
  Ensure all client files and documentation are complete and compliant with regulatory and company standards. Follow internal procedures and Central Bank guidelines for record-keeping and documentation, including preparing all new business files with the required compliance documents before submission. Support advisers in various compliance tasks such as Anti-Money Laundering (AML) checks and preparing client engagement letters.
• Administrative Support:
  Perform general administrative duties to support the advisory team and office operations. This includes scheduling client appointments, managing correspondence, processing incoming/outgoing mail, and handling ad hoc tasks or projects as needed. You will contribute to a smooth-running office and take on other responsibilities as required by the business.

Qualifications and Skills

• Education & Certification:
  QFA (Qualified Financial Adviser) certification is a plus but not a necessity. Additional credentials (e.g. CFP, RPA) or a relevant diploma/degree in Finance or Business are also advantageous.
• Industry Knowledge:
  Strong knowledge of financial products including life assurance/protection, pension schemes, and investment funds is essential. Familiarity with the financial planning process and current market trends will enable you to support advisors effectively.
• Experience:
  Previous experience in a financial services administration or client support role (ideally within a life insurance company, pension/investment provider, brokerage, or bank) is highly preferred. Experience in life & pensions administration and handling protection products (life cover, income protection, etc.) will be a distinct advantage.
• Technical Skills:
  Proficient in Microsoft Office (Word, Excel, Outlook) for preparing documents and managing data. Experience using CRM software or financial planning tools to maintain client records is expected; familiarity with industry-specific tools (e.g. cashflow planning software or CRM platforms like WealthTrack / Voyant) is a plus.
• Communication:
  Excellent written and verbal communication skills are required. You should be able to communicate professionally with clients and colleagues, explaining information clearly and handling sensitive client communications with tact. Outstanding interpersonal skills and a friendly, client-focused attitude are essential for building trust with our clientele.
• Attention to Detail:
  High attention to detail and accuracy in all work is essential. This role involves handling important client documents and financial data, so you must be diligent in reviewing your work and ensuring error-free output.
• Organisational Skills:
  Excellent organisational and time management abilities, with the capacity to juggle multiple tasks and meet deadlines. You can prioritise workload effectively and remain composed under pressure to meet service standards.
• Teamwork & Professionalism:
  A collaborative team player who can also work independently when needed. You demonstrate professionalism, reliability, and integrity in dealing with clients and colleagues. Acting in the client's best interest at all times and maintaining confidentiality are fundamental to this role. A positive attitude, willingness to learn, and proactive approach to problem-solving will help you thrive in our team.

Benefits and Career Development

We offer a competitive compensation and benefits package designed to reward your contributions and support your professional growth:

• Competitive Pay:
  A competitive salary commensurate with experience, plus a performance-related bonus structure to reward high-quality work and client service excellence.
• Hybrid Working:
  Flexible working arrangements with the possibility of hybrid work (e.g. working from home for one day of the week) to facilitate work-life balance. Our firm supports modern work practices like flexitime and remote work options once work commitments are met.
• Career Progression:
  Clear opportunities for career development and progression. As you gain experience, you can take on greater responsibilities, and potentially advance into senior administration or support positions over time. We are committed to fostering talent from within and helping you achieve your career goals in wealth management.
• Additional Benefits:
  Enjoy a supportive and inclusive team culture in a professional office environment. Employees benefit from perks such as paid holidays (plus bank holidays), and participation in schemes like Bike-to-Work. We also offer paid sick leave as part of our commitment to employee well-being.

This Financial Adviser Administrator position is an excellent opportunity for a detail-oriented, client-focused professional to develop their career with a reputable wealth management firm. If you are passionate about financial services and delivering superior client support, we invite you to apply and join our dynamic team.

About the Company:
Working with Axiom Consultants, our client is looking to recruit a Senior Wealth Consultant. Your role involves direct communication with clients and external providers to clarify details for financial plans, identify opportunities, and contribute to client meetings. Additionally, you will prepare comprehensive reports outlining wealth and cashflow projections, personal financial goals, and advice to meet clients' objectives. This position requires active involvement in reviewing client plans, adapting to changes in circumstances, and recommending realignment strategies.

Responsibilities:

• Directly consult with clients and external providers to clarify details for financial plans.
• Contribute to client meetings through the presentation of Voyant plans and live scenario builds.
• Prepare reports outlining wealth and cashflow projections, personal financial goals, and advice for clients.
• Ensure technical information used for client advice is up-to-date and accurate.
• Build and maintain working relationships with the wider Wealth Management team.

Requirements:

• QFA Certified (at a minimum) or equivalent qualification satisfying the Minimum Competency Requirements of the Central Bank of Ireland.
• CFP part or fully certified (working toward this qualification is an advantage).
• Minimum 4+ years' experience in financial services with a thorough knowledge of financial planning.
• Strong technical knowledge of various financial planning products, services, and strategies, including legislative and tax implications.
• Ability to simplify complex concepts and apply skills and knowledge to achieve objectives.
• Strong numerical ability with high attention to detail.
• Excellent oral and written presentation and communication skills.
• Strong working knowledge of Voyant financial planning software is an advantage.
• Extensive knowledge of products in the Irish market for personal, family, and business protection, as well as pre- and post-retirement planning.

Take the First Step Towards an International Career

Begin your journey in financial advisory with a 2-month intensive training programme based in Malta, followed by permanent placement in our Milan office. The training for this overseas role officially starts on 13th October 2025.

Take the First Step Towards an International Career

Begin your journey in financial advisory with a 2-month intensive training programme based in Malta, followed by permanent placement in our Abu Dhabi office. The training for this overseas role officially
starts in Jan 2026

This role is based outside of Ireland initially and commences in Malta from January for 6-8 weeks before relocation to an international office of your choice.

deVere Investment Ltd is one of the largest private investment banking companies, offering a unique opportunity for ambitious individuals to launch their careers in international finance.

We are selecting a small group of high-potential trainees to join our elite programme.

What We Offer:

Flights to Malta & accommodation assistance

Intensive, hands-on training to equip you with industry expertise

The opportunity to work in one of our global offices after successful completion

A competitive package with performance-based bonuses

Who We're Looking For:

Strong communicators with problem-solving skills

Ambitious, driven, and eager to succeed

Teachable and proactive individuals

Hardworking candidates ready to seize this opportunity

Programme Details:

Your training begins with
six-eight weeks in Malta
, immersing you in the world of private investment and financial advisory. Upon successful completion, you will relocate to a deVere office of your choice, worldwide, to continue and complete your training and development.

Opportunities are limited.
If you're serious about launching a global career, apply today.

Barden has been exclusively retained to identify a Senior Wealth Management professional to help scale the Dublin presence of a boutique wealth management firm. This firm has quietly built a model that works for their clients, their team and for ambitious professionals seeking to create something of their own.

With the backing of some of the most respected figures in the industry, the firm provides access to market-leading structured products, genuine financial independence, and the chance to build a business of real depth and substance.

"We've created an environment where professionals are rewarded fairly for their time, their relationships, and the results they achieve for clients. It's a very different experience from the institutions where many of us began our careers."
- CEO

ABOUT THE ROLE:

• Join a team built on independence, trust, and long-term thinking
• Access significant earning potential from the outset with a transparent path to equity participation once established
• Work in an environment free from bureaucracy, where decisions are made quickly and relationships matter

ABOUT THE PERSON:

• You've built a strong client base and want to unlock its full potential
• You're ready to move beyond the constraints of traditional institutional banking and work with people who deliver without politics or rigid KPIs
• You're entrepreneurial but not looking to go it alone
• You value flexibility, autonomy, and the chance to build something meaningful with the backing of a proven leadership team

For a confidential discussion about our client with a clear walkthrough of how they operate and how the model works, please email to arrange a confidential conversation.

About Us
From day one, you'll notice there is something special about working at Davy. Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland's future business leaders.

Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range of services to high-net-worth individuals, self-directed investors, small-to-medium enterprises, credit unions, corporations, and domestic & international institutional investors.

Our culture is shaped around three values, which are at the heart of everything we do: client success, one Davy, and building a proud legacy. Sharing the same goals, we work together to deliver exceptional outcomes for our clients. As part of a team of over 900, you will be encouraged to learn and to grow, both professionally and personally.

About The Role
An exciting opportunity has opened up for a Wealth Management Compliance Associate supporting the Wealth Management business which provides Discretionary, Advisory and Execution Only services to Retail and Professional private, corporate, pension and Credit Union clients.

In The Role, The Successful Candidate Will

• Play a key role in the compliance team in ensuring that Davy meets its regulatory requirements, particularly under MiFID regulations
• Contribute to the development and implementation of the Davy compliance framework including policies and procedures
• Conduct compliance assurance activities and working with more senior colleagues, provide guidance to internal stakeholders on compliance matters
• Monitor regulatory developments, guidance and industry trends
• Support engagements with our key stakeholders

About You
We are looking for somebody who has the following background and skills:

• An understanding of MiFID regulations, guidelines and wealth management with a desire to learn
• An understanding of compliance risk
• Excellent verbal & written communication and presentation skills
• 3rd level Degree in relevant discipline or equivalent
• Minimum of 1 years' experience in the financial. services industry, ideally with a focus on wealth management or pensions.

What We Offer
We offer a range of benefits and experiences to support your professional and personal growth, whatever your career stage. Our benefits are not just a number. Yes, we offer competitive salary, annual performance-related discretionary bonus, annual flexible benefits, employer pension contribution, and multiple insurance coverage. But more than that, we focus on developing our people to be their best, professionally and personally.

Training support provided by award-winning Learning & Development Team, extensive sports & social programmes (including free on-site gym & fitness studio), flexible working options, employee assistance programme, enhanced leave options, and social & community care initiatives are just some of the ways our people can empower themselves to be their best.

Important Information
Davy is an equal opportunities employer and we are committed to fostering an inclusive workplace. We value diversity both in background and in experience. You might not meet all of the requirements outlined in the above job description, but we would still like to hear from you. We review all applications received.

Appointment to this role is subject to the candidate's eligibility to work in Ireland.

Where agency assistance is required, our Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to us by recruitment agencies will not be accepted for this role.

Davy Group is a member of the Bank of Ireland Group.

Job Description
What is the opportunity?
This is a Senior Finance Manager position (VP / Associate Director level). This is a Fixed Term Contract position (not a day rate contracting role) covering maternity for a period of 12-14 months.

You will be supporting the Finance Director and managing the Finance Team.

What will you do?

• To support the Finance Director and wider Finance Team, to deliver Monthly, Quarterly, Half Year and Annual Financial Results.
• Manage the financial record keeping, reporting, tax filing and other accounting functions for the organisation.
• Manage a small team and their delivery.
• To report, comment and then explain the numbers to key stakeholders (both internally and externally to Finance).
• To own components of the P&L and Balance Sheet and become the recognised expert in the field for those sections.
• Oversee and evaluate the activities of the accounting staff, and provide for their professional development; analyse and solve accounting problems.
• Review all Accounting Journals in the Accounts Ledger – Sage.
• Key participant in the monthly Management Accounts Review.
• Review of Regulatory Returns (monthly, quarterly, semi-annual, annual).
• Review of Financial Metrics for Board and various Committee Meetings.
• Review of Annual Financial Statements and Reports.
• Involvement in all stages of the Annual Budget and subsequent reforecasts.
• Involvement in all stages of the year end ICAAP process.
• Support ad hoc Tax projects.
• Support external Tax Advisors with information for the timely submission of tax returns.
• Review monthly Balance Sheet reconciliations for all tax accounts.
• Coordination and support of internal and external audit processes.
• Preparation of relevant and insightful management information for the business and Group Finance.
• Improve business processes and data quality, embed and deliver continuous improvement, full documentation of processes.
• Participate in RBC integration/Work Streams.
• Assist with Vendor Management and Integration with RBC.

What do you need to succeed?
Must-have

• Fully qualified ACA or ACCA qualified.
• Experience with Finance System – SAGE.
• Strong Excel skills and a background in Finance either in-house or private practice/consultancy professional service companies.
• Experience in Financial Services is desirable.
• Experience of working in a high-paced deadline-driven environment.

Nice-to-have

• Big 4 qualified/experience.

What is in it for you?
We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• Leaders who support your development through coaching and managing opportunities
• Opportunities to work with the best in the field
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services.

Agency Notice
RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only
pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay
fees related to unsolicited resumés. Please contact the Recruitment function for additio
nal
details.
Job Skills
Accounting, Auditing, Detail-Oriented, Financial Accounting Systems, Financial Recordkeeping, Financial Reporting and Analysis, General Ledger Administration, Generally Accepted Accounting Principles (GAAP), Tax Management

Additional Job Details
Address:
1 SHELBOURNE ROAD:DUBLIN

City:
Dublin

Country:
Ireland

Work hours/week:
40

Employment Type:
Full time

Platform:
WEALTH MANAGEMENT

Job Type:
Contract (Fixed Term)

Pay Type:
Salaried

Posted Date:

Application Deadline:

Note
:
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I
*nclusion *
and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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