Find Pension advisor Jobs in Dublin County Dublin

Customer Service Advisor
Fairstone Ireland —Stillorgan, County Dublin
- €30,000–€35,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Gym membership
Quick apply
Trainee Financial Advisor
Irish Pensions & Finance —DUBLIN 15, County Dublin
- €32,000–€70,000 a year
- Full-time
- Hybrid work
- Sales
- Wellness program
- Work from home
Quick apply
5d
Onboarding Advisor - NL/DE Speaking
eBay Inc. —DUBLIN 15, County Dublin
- €45,240 a year
- Full-time
- Sales
- English
- Business development
Senior Employee Relations Advisor
OCS Group —DUBLIN 9, County Dublin
- Remote
- Microsoft Office
- No degree
- Human resources
Quick apply
14d
Showroom Advisor - ROI
B&Q —Tallaght, County Dublin
- €18.56 an hour
- Weekend availability
- Communication skills
- Employee assistance program
Office Administrator
Orona Ireland —Dublin, County Dublin
- Hybrid work
- Annual leave
- Employee assistance program
Quick apply
Assistant Manager Trustee
HSBC Global Services Limited —Dublin, County Dublin
- €51,000–€76,500 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Analysis skills
4d
Corporate Governance & Finance Compliance Specialist (EMEA Supply)
Decathlon UK —DUBLIN 11, County Dublin
- €45,000 a year
- Bachelor's degree
- In-person
- Business
- Free parking
- Profit sharing
9d
Medical Science Liaison & Medical Advisor
Theramex —Dublin, County Dublin
- Doctoral degree
CRM Executive - Brown Thomas, Dublin
Chanel —Dublin, County Dublin
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
10d
Customer Service Advisor
apetito —Dublin, County Dublin
- €15.50 an hour
- Part-time
- Customer service
- English
- Annual leave
Parts Advisor
Bright Motor Group —Swords, County Dublin
- €32,000–€38,000 a year
- Full-time
- Inventory control
- Sales
- Customer service
- Employee assistance program
- Life insurance
Quick apply
5d
TEAM LEAD – HUMANITARIAN PORTFOLIO
Plan International Ireland —Dublin, County Dublin
- €49,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Supervising experience
- Continuous improvement
- Annual leave
Quick apply
Sales Advisor Part Time
REMUS UOMO —Dublin, County Dublin
- €14.15 an hour
- 12 hour shift
- Customer service
- Store discount
- Employee discount
Quick apply
Claim Handler - Motor and Liability
The Travelers Companies, Inc. —Dublin, County Dublin
- Part-time
- Hybrid work
- Communication skills
- Negotiation
- Employee assistance program
6d
Manager: Strategy Advisory
Deloitte —Dublin, County Dublin
- €73,600 a year
- Full-time
- Hybrid work
- Master's degree
- Analysis skills
- Team management
EHR Training Lead
UPMC —Dublin, County Dublin
- Hybrid work
- System design
- Clinic
- Bachelor's degree
- Annual leave
Secretarial and Governance Lead | EU & META
Lenovo —Dublin, County Dublin
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Regional HR Advisor, Northern Europe
Rippling —DUBLIN 2, County Dublin
- Full-time
- English
- Project management
- Human resources
7d
Life & Pensions Administrator
Fairstone Ireland —Dublin, County Dublin
- €32,000–€37,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Communication skills
Quick apply

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Customer Service Advisor

Fairstone Ireland
Stillorgan, County Dublin

Quick apply

Job details

Full-time
€30,000–€35,000 a year

Benefits

Company pension
Gym membership

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
CPC Card
Customer service
Microsoft Office
Administrative experience
Organisational skills
IT
Communication skills
Banking

Full job description

Company Description

Fairstone Ireland specialises in delivering tailored financial planning and wealth management solutions to help individuals and businesses achieve their financial goals. As Ireland's fastest growing financial planning firm, we serve over 38,000 clients and manage more than €3 billion in assets under management.

Our comprehensive services include financial planning, retirement and estate planning, mortgage advice, investment strategies, and wealth management. We are committed to providing independent, client-focused advice and exceptional service through our team of Qualified Financial Advisors. Operating across 17 locations in Ireland, we pride ourselves on our client-centric approach to financial success.

Role Overview

We are seeking a Customer Service Advisor (CSA) to join our growing financial planning firm based in Stillorgan, Co. Dublin. This is an excellent opportunity for a motivated and customer-focused individual who enjoys working in a professional office environment and delivering exceptional client service. The successful candidate will play an important role in supporting our Financial Planning Advisors and maintaining strong relationships with our existing clients.

The role will involve making outbound calls to existing clients to arrange financial review appointments, handling general client enquiries, supporting diary management, and assisting with reception/front-of-house duties when it’s required. Reporting into the Existing Business Operations Team Manager, this role is ideal for someone with previous customer service, contact centre, banking, or office administration experience who is looking to build a long-term career within financial services.

While the QFA qualification is not required initially, the successful candidate may be expected to begin studying towards the qualification upon joining the firm. This role offers a clear pathway for career progression into Paraplanning and Financial Planning Advisor positions once full QFA qualification is achieved. This role is part of the Fitness Probity Regime and Individual Accountability Framework, which set out the specific requirements applicable.

Key Responsibilities

Specific activities include:

Make outbound calls to existing clients to arrange review meetings and appointments with Financial Planning Advisors.
Support in the management of Financial Planning Advisor diaries and coordinate appointments efficiently.
Handle inbound customer calls and general enquiries in a professional and courteous manner.
Provide excellent customer service across all client interactions by phone, email, and in person.
Assist with reception and front-of-house cover during busy periods including holidays, where required.
Support the advisory and operations teams with general office and client servicing tasks.
Maintain accurate and up-to-date client records on the CRM system.
Follow up with clients regarding outstanding documentation or appointment confirmations.
Escalate client concerns or complaints appropriately where necessary.
Ensure all activities are carried out in line with company procedures and regulatory requirements including CPC and Data Protection obligations.
Contribute positively to a collaborative and professional office environment.

The Ideal Candidate

At least 1 year experience in a customer service, call centre, office administration, retail banking, hospitality, or a similar customer-facing role.
Excellent communication and interpersonal skills with a professional telephone manner.
Strong organisational skills, an ability to manage multiple tasks effectively with a strong attention to detail and accuracy.
An ability to work independently and as part of a high-performance team.
Comfortable making outbound calls and building rapport with clients.
Good IT skills including proficiency in Microsoft Office (Word, Outlook, Excel).
A positive can-do attitude with a willingness to learn and develop in a fast-paced and dynamic environment.
A genuine interest in pursuing the QFA qualification and a long-term career in an ambitious financial planning and wealth management firm.

What we offer

Competitive salary of €30,000 to €35,000 depending on experience.
26 days holidays.
Death in Service and Company Pension from your first day.
Income Protection and Gym Membership after you pass your probation.
Career progression opportunities.
Financial support towards professional qualifications including QFA and CFP.
Paid study leave.
Hybrid working with ability to work remotely up to 2 days per week anywhere in the Republic of Ireland once you pass your probation.

Quick apply

Refine Your Search

pension advisor jobs in dublin county dublin

Customer Service Advisor

Trainee Financial Advisor

Onboarding Advisor - NL/DE Speaking

Senior Employee Relations Advisor

Showroom Advisor - ROI

Office Administrator

Assistant Manager Trustee

Corporate Governance & Finance Compliance Specialist (EMEA Supply)

Medical Science Liaison & Medical Advisor

CRM Executive - Brown Thomas, Dublin

Customer Service Advisor

Parts Advisor

TEAM LEAD – HUMANITARIAN PORTFOLIO

Sales Advisor Part Time

Claim Handler - Motor and Liability

Manager: Strategy Advisory

EHR Training Lead

Secretarial and Governance Lead | EU & META

Regional HR Advisor, Northern Europe

Life & Pensions Administrator

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