Financial Planner

apartmentGilligan Black Recruitment Ltd placeDublin calendar_month 

Map

Share/Print

copy link

Generate PDF

Application Details

In order to work in Ireland a non-EEA National, unless they are exempted, must hold a valid employment permit.

Please review the Eligibility and requirements for an employment permit if you are unsure of your eligibility to apply for this vacancy.

Job Description
  1. 3542022705078;-6.27092981338501;Co. Dublin ,
Financial Planner
Dublin 4

€40K + bonus

Are you ready to take your career in financial services to the next level? This hugely successful financial advisory organisation are expanding and are looking for a talented, driven individual to join their expert team as a Financial Planner.

There is ample opportunity to progress within this role.

Your Role: You’ll work closely with their Financial Advisors to: Prepare New Business proposals

Manage client profiles and information requests
Ensure accuracy in Annual Portfolio Reviews
Assist with client queries and serve as an alternative contact when Advisors are unavailable

Attend select client meetings and contribute to ad-hoc projects

It is expected you have a minimum of 2 years’ experience in financial services with a QFA qualification. Very Client-focused, detail-oriented, and proactive with strong knowledge of MS Office, especially Excel and Word.

Apply today for immediate consideration.
  • This vacancy is suitable for Remote/Blended working
  • Sector:
Career Level
  • Experienced [Non-Managerial]
starFeatured

Supply Planner New

apartmentCPLplaceNaas, 31 km from Dublin
Cpl in partnership with our client Pfizer are seeking a Supply Planner to join the team for an 11 month fixed term contract at their Newbridge site. This is an onsite role for an initial 6 months - then hybrid working options available. Position...
local_fire_departmentUrgent

Senior Planner

placeDublin
innovation and shaping the future of construction. The Senior Planner leads the planning and project controls function across the business, setting standards and ensuring consistency in pre-construction and construction phases. This role supports delivery...
apartmentMichael PageplaceDublin
to complex and high-impact financial activities. Job Description VP, Financial Planning and Analysis - Investment Bank Dublin City Centre Banking & Financial Services  •  Lead the preparation of detailed financial plans, budgets, and forecasts.  •  Analyse...